$7.26 Billion is the total value of Boston Trust Walden Corp's 637 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HF | New | HFF INC-CLASS A | $12,822,000 | – | 301,840 | +100.0% | 0.18% | – |
| CABO | New | CABLE ONE INC | $11,721,000 | – | 13,265 | +100.0% | 0.16% | – |
| NR | New | NEWPARK RES INC | $11,314,000 | – | 1,093,066 | +100.0% | 0.16% | – |
| VNE | New | VEONEER INCORPORATED | $6,037,000 | – | 109,617 | +100.0% | 0.08% | – |
| CRM | New | SALESFORCE.COM INC | $209,000 | – | 1,313 | +100.0% | 0.00% | – |
| WM | New | WASTE MGMT INC | $203,000 | – | 2,250 | +100.0% | 0.00% | – |
| CAT | New | CATERPILLAR INC. | $212,000 | – | 1,392 | +100.0% | 0.00% | – |
| AZN | New | ASTRAZENECA PLC | $214,000 | – | 5,400 | +100.0% | 0.00% | – |
| ESRX | New | EXPRESS SCRIPTS HOLDING CO | $202,000 | – | 2,122 | +100.0% | 0.00% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $203,000 | – | 833 | +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 2018-10-23
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.