$7.35 Billion is the total value of Boston Trust Walden Corp's 640 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PRGS | New | PROGRESS SOFTWARE CORP | $16,706,000 | – | 376,519 | +100.0% | 0.23% | – |
| STE | New | STERIS PLC | $16,580,000 | – | 129,498 | +100.0% | 0.23% | – |
| FHB | New | FIRST HAWAIIAN INC | $16,108,000 | – | 618,371 | +100.0% | 0.22% | – |
| MAS | New | MASCO CORP COM | $14,538,000 | – | 369,831 | +100.0% | 0.20% | – |
| PFGC | New | PERFORMANCE FOOD GROUP CO | $13,892,000 | – | 350,464 | +100.0% | 0.19% | – |
| CVET | New | COVETRUS INC | $3,307,000 | – | 103,836 | +100.0% | 0.04% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $279,000 | – | 1,019 | +100.0% | 0.00% | – |
| SWK | New | STANLEY BLACK & DECKER,INC | $216,000 | – | 1,585 | +100.0% | 0.00% | – |
| BP | New | BP PLC | $223,000 | – | 5,091 | +100.0% | 0.00% | – |
| HIG | New | HARTFORD FINANCIAL SERVCS GROU | $205,000 | – | 4,129 | +100.0% | 0.00% | – |
| SHW | New | SHERWIN WILLIAMS CO | $225,000 | – | 523 | +100.0% | 0.00% | – |
| CRM | New | SALESFORCE.COM INC | $208,000 | – | 1,313 | +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 2019-04-16
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.