$12.5 Billion is the total value of Boston Trust Walden Corp's 624 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CENTA | New | CENTRAL GARDEN & PET CO CL A N | $27,215,000 | – | 568,766 | +100.0% | 0.22% | – |
| AMAT | New | APPLIED MATERIALS, INC. | $26,936,000 | – | 171,175 | +100.0% | 0.22% | – |
| CARG | New | CARGURUS INC | $19,867,000 | – | 590,601 | +100.0% | 0.16% | – |
| ANET | New | ARISTA NETWORKS INC | $8,582,000 | – | 59,705 | +100.0% | 0.07% | – |
| SAM | New | BOSTON BEER INC | $2,589,000 | – | 5,125 | +100.0% | 0.02% | – |
| ST | New | SENSATA TECHNOLOGIES HOLDING | $724,000 | – | 11,737 | +100.0% | 0.01% | – |
| RDSA | New | ROYAL DUTCH SHELL PLC | $537,000 | – | 12,363 | +100.0% | 0.00% | – |
| COLD | New | AMERICOLD REALTY TRUST | $475,000 | – | 14,500 | +100.0% | 0.00% | – |
| SCHP | New | SCHWAB STRATEGIC TR US TIPS ETetf - fi | $484,000 | – | 7,696 | +100.0% | 0.00% | – |
| IJR | New | ISHARES CORE S&P SMALLCAP ETFetf - eq | $347,000 | – | 3,033 | +100.0% | 0.00% | – |
| SIVB | New | SVB FINANCIAL GROUP | $237,000 | – | 350 | +100.0% | 0.00% | – |
| IJH | New | ISHARES S&P MIDCAP 400etf - eq | $311,000 | – | 1,098 | +100.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $201,000 | – | 526 | +100.0% | 0.00% | – |
| FE | New | FIRSTENERGY CORP | $211,000 | – | 5,070 | +100.0% | 0.00% | – |
| DOW | New | DOW INC | $203,000 | – | 3,577 | +100.0% | 0.00% | – |
| New | WOLFSPEED INC | $201,000 | – | 1,800 | +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 2022-01-21
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.