Boston Trust Walden Corp
CIK 1534866 · Holdings on Dec 31, 2023 · First reported Jan 24, 2024
Top ten holdings
Q4 2023- MSFT3.87%
- AAPL3.20%
- ACN1.71%
- GOOGL1.67%
- JPM1.58%
- WAT1.45%
- V1.41%
- GOOG1.40%
- DCI1.39%
- COST1.35%
Share classes counted separately19.03%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JLLWeight increased · +0.31 pp0.70% → 1.01%Shares +120.11K (+20.35%)
- MSFTWeight increased · +0.24 pp3.63% → 3.87%Shares -7.71K (-0.56%)
- 216648402Weight increased · +0.23 pp0.75% → 0.98%Shares +61.12K (+21.68%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORPCOMMON STOCK View history and evidence | $512.70M | 3.87% | 1.36M shares | 3.63% → 3.87%+0.24 pp -7.71K (-0.56%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INCCOMMON STOCK View history and evidence | $423.50M | 3.20% | 2.20M shares | 3.17% → 3.20%+0.03 pp -11.06K (-0.50%) | Reduced | ↗▾ |
| 03 | ACNACCENTURE PLC-CL ACOMMON STOCK View history and evidence | $226.74M | 1.71% | 646.16K shares | 1.65% → 1.71%+0.06 pp +3.83K (+0.60%) | Added | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACOMMON STOCK View history and evidence | $220.77M | 1.67% | 1.58M shares | 1.70% → 1.67%-0.03 pp +33.06K (+2.14%) | Added | ↗▾ |
| 05 | JPMJPMORGAN CHASE & COCOMMON STOCK View history and evidence | $209.52M | 1.58% | 1.23M shares | 1.50% → 1.58%+0.08 pp -5.81K (-0.47%) | Reduced | ↗▾ |
| 06 | WATWATERS CORPCOMMON STOCK View history and evidence | $191.63M | 1.45% | 582.05K shares | 1.31% → 1.45%+0.14 pp +10.55K (+1.85%) | Added | ↗▾ |
| 07 | VVISA INC-CLASS A SHARESCOMMON STOCK View history and evidence | $187.24M | 1.41% | 719.20K shares | 1.36% → 1.41%+0.05 pp +12.88K (+1.82%) | Added | ↗▾ |
| 08 | GOOGALPHABET INC-CL CCOMMON STOCK View history and evidence | $184.92M | 1.40% | 1.31M shares | 1.47% → 1.40%-0.07 pp -16.75K (-1.26%) | Reduced | ↗▾ |
| 09 | DCIDONALDSON CO INCCOMMON STOCK View history and evidence | $184.05M | 1.39% | 2.82M shares | 1.39% → 1.39%+0.00 pp +42.37K (+1.53%) | Added | ↗▾ |
| 10 | COSTCOSTCO WHOLESALE CORPCOMMON STOCK View history and evidence | $179.39M | 1.35% | 271.77K shares | 1.29% → 1.35%+0.06 pp -911 (-0.33%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| COLD AMERICOLD REALTY TRUST INC | Non-derivative | -784,227 | -$23.85M | SEC filing ↗ | SEC filing ↗ |
| ANET ARISTA NETWORKS INC | Non-derivative | -57,193 | -$10.52M | SEC filing ↗ | SEC filing ↗ |
| APH AMPHENOL CORP-CL A | Non-derivative | -81,393 | -$6.84M | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1534866 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 13255036554
}Research all 372 reported holdings.
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