$7.41 Billion is the total value of Boston Trust Walden Corp's 602 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MEDP | New | MEDPACE HOLDINGS INC | $36,607,000 | – | 393,535 | +100.0% | 0.49% | – |
| HMSY | New | HMS HOLDINGS CORP | $19,724,000 | – | 608,958 | +100.0% | 0.27% | – |
| ICUI | New | ICU MEDICAL INC | $15,256,000 | – | 82,774 | +100.0% | 0.21% | – |
| CBOE | New | CBOE HOLDINGS INC | $13,766,000 | – | 147,582 | +100.0% | 0.19% | – |
| GDOT | New | GREEN DOT CORP CL A | $12,624,000 | – | 257,194 | +100.0% | 0.17% | – |
| CONE | New | CYRUSONE INC | $7,258,000 | – | 99,772 | +100.0% | 0.10% | – |
| BR | New | BROADRIDGE FINANCIAL SOLUTIO | $5,714,000 | – | 45,281 | +100.0% | 0.08% | – |
| TFX | New | TELEFLEX INCORPORATED | $4,739,000 | – | 13,020 | +100.0% | 0.06% | – |
| XLNX | New | XILINX INC COM | $3,811,000 | – | 38,743 | +100.0% | 0.05% | – |
| ILMN | New | ILLUMINA INC | $429,000 | – | 1,158 | +100.0% | 0.01% | – |
| TXN | New | TEXAS INSTRUMENTS INC | $260,000 | – | 2,050 | +100.0% | 0.00% | – |
| CREE | New | CREE INC | $284,000 | – | 4,795 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $323,000 | – | 5,682 | +100.0% | 0.00% | – |
| PYPL | New | PAYPAL HOLDINGS INC | $279,000 | – | 1,599 | +100.0% | 0.00% | – |
| CAJ | New | CANON UNC-SPONS ADR | $222,000 | – | 11,105 | +100.0% | 0.00% | – |
| ADSK | New | AUTODESK INC | $214,000 | – | 896 | +100.0% | 0.00% | – |
| HASI | New | HANNON ARMSTRONG SUSTAINABLE | $223,000 | – | 7,830 | +100.0% | 0.00% | – |
| VUG | New | VANGUARD GROWTH ETFetf - eq | $217,000 | – | 1,075 | +100.0% | 0.00% | – |
| INGR | New | INGREDION INC | $216,000 | – | 2,605 | +100.0% | 0.00% | – |
| TRV | New | TRAVELERS COS INC | $252,000 | – | 2,210 | +100.0% | 0.00% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $229,000 | – | 10,305 | +100.0% | 0.00% | – |
| TPIC | New | TPI COMPOSITES INC | $201,000 | – | 8,592 | +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 2020-07-23
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.