$6.27 Billion is the total value of Boston Trust Walden Corp's 586 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ISRG | New | INTUITIVE SURGICAL INC | $21,396,000 | – | 43,205 | +100.0% | 0.34% | – |
| DLB | New | DOLBY LABORATORIES INC-CL A | $12,520,000 | – | 230,948 | +100.0% | 0.20% | – |
| STAG | New | STAG INDUSTRIAL INC | $12,495,000 | – | 554,814 | +100.0% | 0.20% | – |
| TSCO | New | TRACTOR SUPPLY CO | $10,680,000 | – | 126,323 | +100.0% | 0.17% | – |
| CATY | New | CATHAY GENRAL BANCORP | $10,287,000 | – | 448,233 | +100.0% | 0.16% | – |
| UTL | New | UNITIL CORP | $8,935,000 | – | 170,789 | +100.0% | 0.14% | – |
| NSP | New | INSPERITY INC | $6,642,000 | – | 178,069 | +100.0% | 0.11% | – |
| PLOW | New | DOUGLAS DYNAMICS INC | $5,101,000 | – | 143,649 | +100.0% | 0.08% | – |
| PFF | New | ISHARES US PREFERRED STOCKetf - fi | $328,000 | – | 10,301 | +100.0% | 0.01% | – |
| QQQ | New | INVESCO QQQ ETFetf - eq | $205,000 | – | 1,076 | +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/A filed 2020-04-24
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.