$5.39 Billion is the total value of Boston Trust Walden Corp's 606 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HUBB | New | HUBBELL INC | $32,425,000 | – | 320,917 | +100.0% | 0.60% | – |
| NHI | New | NATL HEALTH INVESTORS INC | $18,219,000 | – | 299,306 | +100.0% | 0.34% | – |
| DST | New | DST SYSTEMS INC | $18,042,000 | – | 158,177 | +100.0% | 0.34% | – |
| VIVO | New | MERIDIAN BIOSCIENCE INC | $17,604,000 | – | 857,873 | +100.0% | 0.33% | – |
| NTGR | New | NETGEAR INC | $17,085,000 | – | 407,640 | +100.0% | 0.32% | – |
| SAFM | New | SANDERSON FARMS INC | $10,280,000 | – | 132,607 | +100.0% | 0.19% | – |
| WU | New | WESTERN UN CO | $5,976,000 | – | 333,672 | +100.0% | 0.11% | – |
| URBN | New | URBAN OUTFITTERS INC | $4,912,000 | – | 215,918 | +100.0% | 0.09% | – |
| DFS | New | DISCOVER FINL SVCS | $2,953,000 | – | 55,067 | +100.0% | 0.06% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $1,864,000 | – | 18,167 | +100.0% | 0.04% | – |
| SNN | New | SMITH & NEPHEW PLC -SPON ADR | $1,705,000 | – | 47,900 | +100.0% | 0.03% | – |
| TR | New | TOOTSIE ROLL INDS | $846,000 | – | 26,775 | +100.0% | 0.02% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-01-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 4.5% |
| MICROSOFT CORPORATION | 42 | Q3 2023 | 4.1% |
| COSTCO WHOLESALE CORPORATION | 42 | Q3 2023 | 1.8% |
| JPMORGAN CHASE & CO COM | 42 | Q3 2023 | 1.9% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.7% |
| BECTON, DICKINSON AND COMPANY | 42 | Q3 2023 | 1.7% |
| NIKE INC -CL B | 42 | Q3 2023 | 1.7% |
| AUTOMATIC DATA PROCESSING, INC | 42 | Q3 2023 | 1.5% |
| VISA INC | 42 | Q3 2023 | 1.7% |
| APTARGROUP, INC. | 42 | Q3 2023 | 1.5% |
View Boston Trust Walden Corp's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| BTIM Corp. | April 25, 2014 | 1,025,835 | 4.8% |
View Boston Trust Walden Corp's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-21 |
View Boston Trust Walden Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.