$6.22 Billion is the total value of Boston Trust Walden Corp's 636 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MNRO | New | MONRO MUFFLER BRAKE INC | $12,687,000 | – | 303,868 | +100.0% | 0.20% | – |
| ANSS | New | ANSYS INC COM | $8,707,000 | – | 71,556 | +100.0% | 0.14% | – |
| RPM | New | RPM INTERNATIONAL INC | $8,197,000 | – | 150,269 | +100.0% | 0.13% | – |
| KAI | New | KADANT INC | $7,562,000 | – | 100,556 | +100.0% | 0.12% | – |
| CAC | New | CAMDEN NATIONAL CORP | $7,207,000 | – | 167,949 | +100.0% | 0.12% | – |
| CATO | New | CATO CORP-CLASS A | $7,016,000 | – | 398,863 | +100.0% | 0.11% | – |
| BDGE | New | BRIDGE BANCORP INC | $5,987,000 | – | 179,800 | +100.0% | 0.10% | – |
| IPG | New | INTERPUBLIC GROUP OF COS INC | $5,722,000 | – | 232,633 | +100.0% | 0.09% | – |
| PKI | New | PERKINELMER INC | $4,397,000 | – | 64,523 | +100.0% | 0.07% | – |
| IWM | New | ISHARES DJ RUSSELL 2000 TR ETFetf - eq | $3,079,000 | – | 21,848 | +100.0% | 0.05% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $2,784,000 | – | 21,687 | +100.0% | 0.04% | – |
| CDK | New | CDK GLOBAL INC | $1,547,000 | – | 24,922 | +100.0% | 0.02% | – |
| SPGI | New | S&P GLOBAL INC | $671,000 | – | 4,593 | +100.0% | 0.01% | – |
| TD | New | TORONTO DOMINION BK ONT | $585,000 | – | 11,603 | +100.0% | 0.01% | – |
| CBT | New | CABOT CORP | $535,000 | – | 10,014 | +100.0% | 0.01% | – |
| HRS | New | HARRIS CORP | $435,000 | – | 3,987 | +100.0% | 0.01% | – |
| EFA | New | ISHARES TR MSCI EAFE ETFetf - intl | $416,000 | – | 6,373 | +100.0% | 0.01% | – |
| BSX | New | BOSTON SCIENTIFIC CORPORATION | $333,000 | – | 12,002 | +100.0% | 0.01% | – |
| VT | New | VANGUARD TOTAL WORLD STOCK ETFetf - intl | $328,000 | – | 4,850 | +100.0% | 0.01% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $297,000 | – | 2,308 | +100.0% | 0.01% | – |
| IWR | New | ISHARES TR RUSSELL MIDCAPetf - eq | $287,000 | – | 1,495 | +100.0% | 0.01% | – |
| EL | New | LAUDER ESTEE COS INC CL A | $306,000 | – | 3,192 | +100.0% | 0.01% | – |
| RCL | New | ROYAL CARIBBEAN CRUISES LTD | $328,000 | – | 3,000 | +100.0% | 0.01% | – |
| TRV | New | TRAVELERS COS INC | $227,000 | – | 1,795 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES, INC. | $240,000 | – | 3,395 | +100.0% | 0.00% | – |
| ZTS | New | ZOETIS INC | $237,000 | – | 3,800 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC | $270,000 | – | 3,500 | +100.0% | 0.00% | – |
| SJM | New | SMUCKER J M CO | $255,000 | – | 2,156 | +100.0% | 0.00% | – |
| HIG | New | HARTFORD FINANCIAL SERVCS GROU | $217,000 | – | 4,129 | +100.0% | 0.00% | – |
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 2017-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORPORATION | 45 | Q2 2024 | 4.3% |
| APPLE INC | 45 | Q2 2024 | 4.5% |
| COSTCO WHOLESALE CORPORATION | 45 | Q2 2024 | 1.8% |
| JPMORGAN CHASE & CO COM | 45 | Q2 2024 | 1.9% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 1.7% |
| BECTON, DICKINSON AND COMPANY | 45 | Q2 2024 | 1.7% |
| NIKE INC -CL B | 45 | Q2 2024 | 1.7% |
| VISA INC | 45 | Q2 2024 | 1.7% |
| APTARGROUP, INC. | 45 | Q2 2024 | 1.5% |
| AUTOMATIC DATA PROCESSING, INC | 45 | Q2 2024 | 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 | 2024-07-19 |
| 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 |
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.