$10.1 Billion is the total value of Boston Trust Walden Corp's 579 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 3.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACN | Buy | ACCENTURE PLC-CL A | $158,264,000 | -3.6% | 615,095 | +4.0% | 1.57% | +1.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $148,258,000 | +0.7% | 907,556 | +9.4% | 1.47% | +5.6% |
| GOOGL | Buy | ALPHABET INC-A | $147,239,000 | -12.5% | 1,539,350 | +1893.0% | 1.46% | -8.3% |
| GOOG | Buy | ALPHABET INC-CL C | $134,812,000 | -13.0% | 1,402,105 | +1878.6% | 1.34% | -8.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $130,065,000 | +2.5% | 1,244,650 | +10.5% | 1.29% | +7.4% |
| DCI | Buy | DONALDSON CO INC | $127,255,000 | +2.5% | 2,596,514 | +0.7% | 1.26% | +7.5% |
| ATR | Buy | APTARGROUP INC | $118,030,000 | -7.6% | 1,242,035 | +0.4% | 1.17% | -3.1% |
| MEDP | Buy | MEDPACE HOLDINGS INC | $109,871,000 | +6.6% | 699,060 | +1.5% | 1.09% | +11.7% |
| PEP | Buy | PEPSICO INC | $103,478,000 | +0.1% | 633,825 | +2.2% | 1.02% | +4.9% |
| UNP | Buy | UNION PACIFIC CORP | $98,847,000 | -7.5% | 507,374 | +1.3% | 0.98% | -3.0% |
| LECO | Buy | LINCOLN ELECTRIC HOLDINGS | $96,212,000 | +3.3% | 765,281 | +1.4% | 0.95% | +8.3% |
| UPS | Buy | UNITED PARCEL SERVICE-CL B | $90,969,000 | -10.6% | 563,136 | +1.0% | 0.90% | -6.3% |
| SYK | Buy | STRYKER CORP | $90,700,000 | +12.1% | 447,814 | +10.1% | 0.90% | +17.5% |
| NTRS | Buy | NORTHERN TRUST CORPORATION | $88,679,000 | +4.2% | 1,036,451 | +17.5% | 0.88% | +9.3% |
| CHE | Buy | CHEMED CORP | $87,270,000 | -5.4% | 199,905 | +1.7% | 0.86% | -0.7% |
| UMBF | Buy | UMB FINANCIAL CORP | $85,723,000 | +19.2% | 1,017,004 | +21.7% | 0.85% | +24.9% |
| EWBC | Buy | EAST WEST BANCORP INC | $84,469,000 | +12.4% | 1,258,103 | +8.5% | 0.84% | +17.9% |
| COP | Buy | CONOCOPHILLIPS | $82,619,000 | +14.3% | 807,302 | +0.3% | 0.82% | +19.8% |
| APD | Buy | AIR PRODUCTS & CHEMICALS INC | $82,084,000 | +3.8% | 352,702 | +7.2% | 0.81% | +8.8% |
| ROST | Buy | ROSS STORES INC | $78,238,000 | +21.3% | 928,425 | +1.1% | 0.78% | +27.0% |
| AIT | Buy | APPLIED INDUSTRIAL TECH INC | $76,155,000 | +9.0% | 740,950 | +2.0% | 0.75% | +14.2% |
| TROW | Buy | T ROWE PRICE GROUP INC | $75,955,000 | -6.3% | 723,307 | +1.4% | 0.75% | -1.8% |
| NKE | Buy | NIKE INC -CL B | $74,699,000 | -16.0% | 898,687 | +3.3% | 0.74% | -11.9% |
| COO | Buy | COOPER COS INC/THE | $74,618,000 | +1.6% | 282,748 | +20.5% | 0.74% | +6.5% |
| FLO | Buy | FLOWERS FOODS INC COM | $72,298,000 | -4.3% | 2,928,233 | +2.0% | 0.72% | +0.3% |
| CHH | Buy | CHOICE HOTELS INTL INC | $72,111,000 | +7.6% | 658,431 | +9.7% | 0.71% | +12.8% |
| CB | Buy | CHUBB LTD | $71,019,000 | -6.3% | 390,472 | +1.2% | 0.70% | -1.8% |
| DE | Buy | DEERE & CO | $70,808,000 | +14.4% | 212,069 | +2.6% | 0.70% | +19.8% |
| DOC | Buy | PHYSICIANS REALTY TRUST | $69,048,000 | -12.5% | 4,590,953 | +1.6% | 0.68% | -8.2% |
| CMCSA | Buy | COMCAST CORP NEW CL A | $68,415,000 | -19.2% | 2,332,595 | +8.1% | 0.68% | -15.2% |
| PRGS | Buy | PROGRESS SOFTWARE CORP | $68,465,000 | -4.4% | 1,609,055 | +1.8% | 0.68% | +0.1% |
| HP | Buy | HELMERICH & PAYNE INC | $68,052,000 | -12.7% | 1,840,723 | +1.7% | 0.67% | -8.4% |
| COLM | Buy | COLUMBIA SPORTSWEAR CO | $67,562,000 | -5.5% | 1,003,888 | +0.5% | 0.67% | -1.0% |
| STAG | Buy | STAG INDUSTRIAL INC | $64,911,000 | +3.2% | 2,283,174 | +12.1% | 0.64% | +8.2% |
| CSCO | Buy | CISCO SYSTEMS INC | $63,493,000 | +0.2% | 1,587,337 | +6.8% | 0.63% | +5.0% |
| LOW | Buy | LOWES COS INC | $62,346,000 | +9.8% | 331,965 | +2.1% | 0.62% | +15.3% |
| OGS | Buy | ONE GAS INC | $58,429,000 | -11.8% | 830,080 | +1.8% | 0.58% | -7.5% |
| SEIC | Buy | SEI INVESTMENTS COMPANY | $58,129,000 | -8.1% | 1,185,096 | +1.2% | 0.58% | -3.7% |
| WHD | Buy | CACTUS INC CL A | $55,697,000 | -3.1% | 1,449,317 | +1.5% | 0.55% | +1.7% |
| BLD | Buy | TOPBUILD CORP | $54,461,000 | -0.1% | 330,507 | +1.3% | 0.54% | +4.9% |
| CNS | Buy | COHEN & STEERS INC | $51,654,000 | +0.5% | 824,749 | +2.0% | 0.51% | +5.3% |
| CRI | Buy | CARTER INC | $50,971,000 | -5.0% | 777,830 | +2.2% | 0.50% | -0.4% |
| CVCO | Buy | CAVCO INDUSTRIES INC | $50,827,000 | +6.4% | 247,020 | +1.4% | 0.50% | +11.8% |
| TXRH | Buy | TEXAS ROADHOUSE INC | $50,728,000 | +20.8% | 581,349 | +1.4% | 0.50% | +26.7% |
| QLYS | Buy | QUALYS INC | $49,404,000 | +14.1% | 354,436 | +3.3% | 0.49% | +19.6% |
| PINC | Buy | PREMIER INC-CLASS A | $48,822,000 | -1.7% | 1,438,468 | +3.4% | 0.48% | +3.2% |
| JLL | Buy | JONES LANG LASALLE INC | $47,206,000 | -11.6% | 312,478 | +2.3% | 0.47% | -7.3% |
| HAE | Buy | HAEMONETICS CORP/MASS | $46,552,000 | +17.5% | 628,825 | +3.4% | 0.46% | +23.3% |
| CATY | Buy | CATHAY GENRAL BANCORP | $45,913,000 | +37.7% | 1,193,764 | +40.2% | 0.46% | +44.4% |
| POWI | Buy | POWER INTEGRATIONS INC | $44,938,000 | -11.3% | 698,666 | +3.5% | 0.44% | -7.1% |
| ADI | Buy | ANALOG DEVICES INC | $44,827,000 | -3.5% | 321,704 | +1.1% | 0.44% | +1.1% |
| A | Buy | AGILENT TECHNOLOGIES, INC. | $44,142,000 | +17.3% | 363,156 | +14.6% | 0.44% | +22.8% |
| BOH | Buy | BANK OF HAWAII CORP | $43,903,000 | +145.6% | 576,762 | +140.0% | 0.44% | +157.4% |
| PNC | Buy | PNC FINANCIAL SERVICES GROUP | $43,896,000 | -2.7% | 293,777 | +2.7% | 0.44% | +2.1% |
| CBOE | Buy | CBOE HOLDINGS INC | $42,385,000 | +4.6% | 361,129 | +0.8% | 0.42% | +9.7% |
| CABO | New | CABLE ONE INC | $42,052,000 | – | 49,296 | +100.0% | 0.42% | – |
| SLGN | Buy | SILGAN HOLDINGS INC | $40,553,000 | +5.0% | 964,622 | +3.3% | 0.40% | +10.1% |
| TEL | Buy | TE CONNECTIVITY LTD | $40,405,000 | -1.9% | 366,117 | +0.6% | 0.40% | +2.8% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $39,761,000 | -9.3% | 450,250 | +0.1% | 0.39% | -4.8% |
| GMED | Buy | GLOBUS MEDICAL INC-A | $39,622,000 | +9.9% | 665,133 | +3.6% | 0.39% | +15.2% |
| SIGI | Buy | SELECTIVE INS GROUP INC | $39,429,000 | -3.4% | 484,386 | +3.1% | 0.39% | +1.3% |
| CSGS | Buy | CSG SYSTEMS INTL INC | $38,822,000 | -8.5% | 734,158 | +3.3% | 0.38% | -4.0% |
| USPH | Buy | U.S. PHYSICAL THERAPY INC | $38,728,000 | -22.0% | 509,446 | +12.1% | 0.38% | -18.1% |
| SLB | Buy | SCHLUMBERGER N.V. LTD | $38,463,000 | +16.1% | 1,071,391 | +15.6% | 0.38% | +21.7% |
| AVY | Buy | AVERY DENNISON CORP | $37,815,000 | +1.4% | 232,424 | +0.9% | 0.38% | +6.5% |
| FELE | Buy | FRANKLIN ELECTRIC CO INC | $36,191,000 | +36.3% | 442,921 | +22.2% | 0.36% | +43.0% |
| LSTR | Buy | LANDSTAR SYSTEM INC | $36,268,000 | +2.3% | 251,217 | +3.1% | 0.36% | +7.2% |
| ICUI | Buy | ICU MEDICAL INC | $36,134,000 | -4.9% | 239,935 | +3.8% | 0.36% | -0.3% |
| CORT | Buy | CORCEPT THERAPEUTICS INC | $34,827,000 | +11.7% | 1,358,319 | +3.6% | 0.34% | +16.9% |
| CRVL | Buy | CORVEL CORP | $34,059,000 | -3.0% | 246,040 | +3.2% | 0.34% | +1.5% |
| TDC | Buy | TERADATA CORP DEL COM | $33,921,000 | +23.8% | 1,092,113 | +47.6% | 0.34% | +29.7% |
| EL | Buy | LAUDER ESTEE COS INC CL A | $32,120,000 | -14.3% | 148,771 | +1.1% | 0.32% | -10.2% |
| TRMB | Buy | TRIMBLE NAVIGATION LTD | $32,100,000 | -4.2% | 591,482 | +2.8% | 0.32% | +0.3% |
| VMI | Buy | VALMONT INDUSTRIES | $31,715,000 | +23.3% | 118,069 | +3.1% | 0.31% | +29.2% |
| UNF | Buy | UNIFIRST CORP MA | $30,649,000 | +0.5% | 182,186 | +2.9% | 0.30% | +5.6% |
| AYI | Buy | ACUITY BRANDS INC | $30,694,000 | +26.6% | 194,923 | +23.9% | 0.30% | +32.8% |
| PG | Buy | PROCTER & GAMBLE CO/THE | $30,474,000 | -9.6% | 241,380 | +2.9% | 0.30% | -5.3% |
| AOS | Buy | SMITH (A.O.) CORP | $30,419,000 | -7.8% | 626,164 | +3.8% | 0.30% | -3.5% |
| BMI | Buy | BADGER METER INC | $30,178,000 | +17.9% | 326,644 | +3.2% | 0.30% | +23.6% |
| PKG | Buy | PACKAGING CORP OF AMERICA | $30,123,000 | -16.6% | 268,263 | +2.1% | 0.30% | -12.6% |
| COLD | Buy | AMERICOLD REALTY TRUST | $30,048,000 | -15.4% | 1,221,465 | +3.3% | 0.30% | -11.3% |
| WTS | Buy | WATTS WATER TECHNOLOGIES-A | $29,637,000 | +5.8% | 235,715 | +3.4% | 0.29% | +10.9% |
| TFX | Buy | TELEFLEX INCORPORATED | $29,194,000 | +30.5% | 144,912 | +59.2% | 0.29% | +37.0% |
| MSM | Buy | MSC INDUSTRIAL DIRECT CO-A | $28,868,000 | +67.2% | 396,482 | +72.5% | 0.29% | +75.5% |
| LAMR | Buy | LAMAR ADVERTISING CO-A | $28,326,000 | -5.3% | 343,394 | +1.0% | 0.28% | -0.7% |
| INDB | Buy | INDEPENDENT BANK CORP/MA | $28,065,000 | -3.1% | 376,569 | +3.3% | 0.28% | +1.5% |
| MTX | Buy | MINERALS TECHNOLOGIES INC | $28,045,000 | -16.8% | 567,594 | +3.3% | 0.28% | -12.6% |
| LKFN | Buy | LAKELAND FINANCIAL CORP | $27,933,000 | +12.9% | 383,647 | +3.0% | 0.28% | +18.4% |
| SXT | Buy | SENSIENT TECHNOLOGIES CORP COM | $27,893,000 | -11.1% | 402,257 | +3.3% | 0.28% | -7.1% |
| CLB | Buy | CORE LABORATORIES N.V. | $27,110,000 | -31.4% | 2,011,142 | +0.9% | 0.27% | -27.9% |
| NTAP | Buy | NETAPP INC | $26,966,000 | -4.2% | 435,999 | +1.1% | 0.27% | +0.4% |
| SSTK | Buy | SHUTTERSTOCK INC | $26,842,000 | +32.8% | 535,021 | +51.7% | 0.27% | +39.3% |
| SBNY | Buy | SIGNATURE BANK | $26,073,000 | -12.9% | 172,670 | +3.4% | 0.26% | -8.8% |
| FWRD | Buy | FORWARD AIR CORPORATION | $23,938,000 | +1.1% | 265,208 | +3.0% | 0.24% | +5.8% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $23,868,000 | +629.2% | 360,768 | +623.6% | 0.24% | +661.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL | $23,443,000 | -1.9% | 87,795 | +0.3% | 0.23% | +2.7% |
| FIX | Buy | COMFORT SYSTEMS USA INC | $22,777,000 | +20.9% | 234,015 | +3.3% | 0.23% | +27.0% |
| CENTA | Buy | CENTRAL GARDEN & PET CO CL A N | $22,844,000 | -3.2% | 668,744 | +13.3% | 0.23% | +1.3% |
| IDCC | Buy | INTERDIGITAL INC | $21,970,000 | -11.2% | 543,536 | +33.6% | 0.22% | -6.8% |
| EVR | Buy | EVERCORE PARTNERS INC-CL A | $21,903,000 | -9.3% | 266,310 | +3.2% | 0.22% | -4.8% |
| CVX | Buy | CHEVRON CORP | $21,732,000 | +4.4% | 151,268 | +5.2% | 0.22% | +9.1% |
| NSP | Buy | INSPERITY INC | $21,306,000 | +5.7% | 208,703 | +3.3% | 0.21% | +10.5% |
| CPK | Buy | CHESAPEAKE UTILITIES CORP | $18,730,000 | -8.5% | 162,324 | +2.7% | 0.19% | -3.6% |
| CL | Buy | COLGATE-PALMOLIVE CO | $18,790,000 | -11.0% | 267,473 | +1.5% | 0.19% | -6.5% |
| SRCE | Buy | 1ST SOURCE CORP | $17,877,000 | +5.3% | 386,130 | +3.3% | 0.18% | +10.6% |
| AMAT | Buy | APPLIED MATERIALS, INC. | $17,389,000 | -9.0% | 212,241 | +1.1% | 0.17% | -5.0% |
| IEX | New | IDEX CORP COM | $16,852,000 | – | 84,325 | +100.0% | 0.17% | – |
| UTL | Buy | UNITIL CORP | $16,362,000 | -18.2% | 352,232 | +3.4% | 0.16% | -14.3% |
| RE | Buy | EVEREST RE GROUP LTD | $16,034,000 | -2.4% | 61,095 | +4.2% | 0.16% | +2.6% |
| FHB | Buy | FIRST HAWAIIAN INC | $16,009,000 | +12.0% | 649,971 | +3.3% | 0.16% | +17.8% |
| WASH | Buy | WASHINGTON TRUST BANCORP | $15,642,000 | -0.8% | 336,533 | +3.2% | 0.16% | +4.0% |
| TMP | Buy | TOMPKINS FINANCIAL CORP | $14,478,000 | +3.9% | 199,369 | +3.1% | 0.14% | +8.3% |
| AMZN | Buy | AMAZON.COM INC | $14,158,000 | +22.3% | 125,295 | +15.0% | 0.14% | +28.4% |
| BKR | Buy | BAKER HUGHES COMPANY CL A | $13,895,000 | -19.9% | 662,905 | +10.4% | 0.14% | -15.9% |
| HELE | Buy | HELEN OF TROY LTD | $13,864,000 | -38.8% | 143,754 | +3.0% | 0.14% | -36.0% |
| GIS | Buy | GENERAL MILLS INC | $11,870,000 | +5.8% | 154,948 | +4.2% | 0.12% | +11.3% |
| VZ | Buy | VERIZON COMMUNICATIONS | $11,724,000 | -24.5% | 308,769 | +0.9% | 0.12% | -21.1% |
| ZTS | Buy | ZOETIS INC | $11,071,000 | -13.2% | 74,658 | +0.7% | 0.11% | -8.3% |
| CVS | Buy | CVS HEALTH CORPORATION | $10,946,000 | +11.5% | 114,778 | +8.3% | 0.11% | +16.1% |
| BLL | Buy | BALL CORP | $10,676,000 | +1.7% | 220,945 | +44.7% | 0.11% | +7.1% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTOR | $9,567,000 | -7.0% | 85,402 | +1.0% | 0.10% | -2.1% |
| CAC | Buy | CAMDEN NATIONAL CORP | $9,289,000 | -0.2% | 218,041 | +3.2% | 0.09% | +4.5% |
| AVB | Buy | AVALONBAY COMMUNITIES INC | $8,948,000 | -0.5% | 48,580 | +5.0% | 0.09% | +4.7% |
| EMR | Buy | EMERSON ELECTRIC CO | $8,606,000 | -3.9% | 117,536 | +4.4% | 0.08% | 0.0% |
| AMGN | Buy | AMGEN INC. | $8,056,000 | -4.1% | 35,740 | +3.5% | 0.08% | +1.3% |
| GABC | Buy | GERMAN AMERICAN BANCORP | $8,033,000 | +7.9% | 224,976 | +3.2% | 0.08% | +14.3% |
| EQNR | Buy | EQUINOR ASA | $6,655,000 | +0.2% | 201,000 | +5.2% | 0.07% | +4.8% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQUIT | $6,194,000 | +6.3% | 44,180 | +10.0% | 0.06% | +10.9% |
| INTC | Buy | INTEL CORP | $6,195,000 | -29.4% | 240,400 | +2.5% | 0.06% | -26.5% |
| RY | Buy | ROYAL BANK OF CANADA | $6,041,000 | -6.6% | 67,090 | +0.5% | 0.06% | -1.6% |
| ROK | Buy | ROCKWELL AUTOMATION INC. | $6,010,000 | +8.7% | 27,940 | +0.7% | 0.06% | +15.4% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $5,876,000 | +2.4% | 47,900 | +11.0% | 0.06% | +7.4% |
| APH | Buy | AMPHENOL CORP-CL A | $5,489,000 | +4.7% | 81,973 | +0.7% | 0.05% | +8.0% |
| ANSS | Buy | ANSYS INC COM | $5,303,000 | -6.9% | 23,919 | +0.5% | 0.05% | -1.9% |
| TXN | Buy | TEXAS INSTRUMENTS INC | $5,287,000 | +11.7% | 34,163 | +10.9% | 0.05% | +15.6% |
| SWK | Buy | STANLEY BLACK & DECKER,INC | $4,808,000 | -28.0% | 63,928 | +0.4% | 0.05% | -23.8% |
| GGG | New | GRACO INC | $4,768,000 | – | 79,530 | +100.0% | 0.05% | – |
| LH | Buy | LABORATORY CORP AMER HLDGS | $4,611,000 | -11.9% | 22,515 | +0.8% | 0.05% | -6.1% |
| CNI | Buy | CANADIAN NATL RAILWAY CO | $4,460,000 | -3.0% | 41,300 | +1.0% | 0.04% | +2.3% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIONS | $4,228,000 | -8.7% | 73,610 | +7.2% | 0.04% | -4.5% |
| PFE | Buy | PFIZER, INC. | $3,894,000 | -15.2% | 88,989 | +1.7% | 0.04% | -9.3% |
| KMB | Buy | KIMBERLY-CLARK CORPORATION | $2,189,000 | -11.0% | 19,455 | +6.9% | 0.02% | -4.3% |
| VXF | New | VANGUARD EXTENDED MARKET ETFetf - eq | $2,262,000 | – | 17,798 | +100.0% | 0.02% | – |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET INetf - eq | $1,659,000 | -3.9% | 9,243 | +0.9% | 0.02% | 0.0% |
| TGT | Buy | TARGET CORP | $1,204,000 | +17.8% | 8,117 | +12.1% | 0.01% | +20.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB COMPANY | $1,090,000 | +1.5% | 15,337 | +10.0% | 0.01% | +10.0% |
| TSLA | Buy | TESLA MOTORS INC | $1,053,000 | +18.2% | 3,969 | +200.0% | 0.01% | +25.0% |
| AVGO | Buy | BROADCOM LTD | $820,000 | -3.4% | 1,847 | +5.7% | 0.01% | 0.0% |
| XLK | Buy | TECHNOLOGY SELECT SECT SPDRetf - eq | $590,000 | +163.4% | 4,965 | +181.3% | 0.01% | +200.0% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $595,000 | +43.7% | 5,695 | +44.4% | 0.01% | +50.0% |
| LFUS | Buy | LITTELFUSE INC | $492,000 | -17.0% | 2,477 | +6.2% | 0.01% | -16.7% |
| ST | Buy | SENSATA TECHNOLOGIES HOLDING | $544,000 | -4.6% | 14,581 | +5.7% | 0.01% | 0.0% |
| WFC | Buy | WELLS FARGO & COMPANY | $453,000 | +102.2% | 11,261 | +97.2% | 0.00% | +100.0% |
| QQQ | Buy | INVESCO QQQ ETFetf - eq | $446,000 | +19.9% | 1,670 | +25.8% | 0.00% | 0.0% |
| SCHP | Buy | SCHWAB STRATEGIC TR US TIPS ETetf - fi | $425,000 | -1.2% | 8,200 | +6.5% | 0.00% | 0.0% |
| SCHW | Buy | SCHWAB (CHARLES) CORP | $403,000 | +20.3% | 5,614 | +5.8% | 0.00% | +33.3% |
| Buy | GENERAL ELECTRIC COMPANY | $421,000 | +1.2% | 6,803 | +4.1% | 0.00% | 0.0% | |
| CRM | Buy | SALESFORCE INC | $347,000 | -6.7% | 2,411 | +7.1% | 0.00% | -25.0% |
| DUK | Buy | DUKE ENERGY CORP | $338,000 | -4.0% | 3,634 | +10.7% | 0.00% | 0.0% |
| CI | New | CIGNA CORP | $204,000 | – | 735 | +100.0% | 0.00% | – |
| AMT | Buy | AMERICAN TOWER CORP | $224,000 | -15.2% | 1,044 | +1.2% | 0.00% | 0.0% |
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 2022-10-19
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.