$6.42 Billion is the total value of Boston Trust Walden Corp's 617 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTV | Exit | FORTIVE CORP | $0 | – | -7,790 | -100.0% | -0.00% | – |
| Q | Exit | QUINTILES IMS HOLDINGS INC | $0 | – | -7,860 | -100.0% | -0.01% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -22,112 | -100.0% | -0.02% | – |
| STJ | Exit | ST. JUDE MEDICAL, INC. | $0 | – | -78,880 | -100.0% | -0.05% | – |
| FOSL | Exit | FOSSIL GROUP INC | $0 | – | -469,552 | -100.0% | -0.10% | – |
| IWM | Exit | ISHARES DJ RUSSELL 2000 TR ETFetf - eq | $0 | – | -102,050 | -100.0% | -0.11% | – |
| URBN | Exit | URBAN OUTFITTERS INC | $0 | – | -481,696 | -100.0% | -0.11% | – |
| FTI | Exit | FMC TECHNOLOGIES INC | $0 | – | -406,190 | -100.0% | -0.11% | – |
| WOOF | Exit | VCA INC | $0 | – | -212,384 | -100.0% | -0.12% | – |
| CLC | Exit | CLARCOR INC | $0 | – | -316,836 | -100.0% | -0.21% | – |
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 2017-04-24
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.