Boston Trust Walden Corp
CIK 1534866 · Holdings on Mar 31, 2024 · First reported Apr 22, 2024
Top ten holdings
Q1 2024- MSFT4.07%
- AAPL2.60%
- GOOGL1.73%
- JPM1.70%
- ACN1.59%
- ATR1.53%
- DCI1.49%
- V1.43%
- GOOG1.42%
- WAT1.34%
Share classes counted separately18.90%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -0.60 pp3.20% → 2.60%Shares -73.74K (-3.35%)
- COSTWeight decreased · -0.40 pp1.35% → 0.95%Shares -90.48K (-33.29%)
- AMATWeight increased · +0.34 pp0.50% → 0.84%Shares +162.99K (+40.20%)
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 | $570.38M | 4.07% | 1.36M shares | 3.87% → 4.07%+0.20 pp -7.69K (-0.56%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INCCOMMON STOCK View history and evidence | $364.55M | 2.60% | 2.13M shares | 3.20% → 2.60%-0.60 pp -73.74K (-3.35%) | Reduced | ↗▾ |
| 03 | GOOGLALPHABET INC-CL ACOMMON STOCK View history and evidence | $243.19M | 1.73% | 1.61M shares | 1.67% → 1.73%+0.06 pp +30.85K (+1.95%) | Added | ↗▾ |
| 04 | JPMJPMORGAN CHASE & COCOMMON STOCK View history and evidence | $239.01M | 1.70% | 1.19M shares | 1.58% → 1.70%+0.12 pp -38.48K (-3.12%) | Reduced | ↗▾ |
| 05 | ACNACCENTURE PLC-CL ACOMMON STOCK View history and evidence | $222.24M | 1.59% | 641.17K shares | 1.71% → 1.59%-0.12 pp -4.99K (-0.77%) | Reduced | ↗▾ |
| 06 | ATRAPTARGROUP INCCOMMON STOCK View history and evidence | $214.17M | 1.53% | 1.49M shares | 1.34% → 1.53%+0.19 pp +49.98K (+3.47%) | Added | ↗▾ |
| 07 | DCIDONALDSON CO INCCOMMON STOCK View history and evidence | $208.96M | 1.49% | 2.80M shares | 1.39% → 1.49%+0.10 pp -18.20K (-0.65%) | Reduced | ↗▾ |
| 08 | VVISA INC-CLASS A SHARESCOMMON STOCK View history and evidence | $200.55M | 1.43% | 718.62K shares | 1.41% → 1.43%+0.02 pp -581 (-0.08%) | Reduced | ↗▾ |
| 09 | GOOGALPHABET INC-CL CCOMMON STOCK View history and evidence | $199.46M | 1.42% | 1.31M shares | 1.40% → 1.42%+0.02 pp -2.14K (-0.16%) | Reduced | ↗▾ |
| 10 | WATWATERS CORPCOMMON STOCK View history and evidence | $188.34M | 1.34% | 547.14K shares | 1.45% → 1.34%-0.11 pp -34.91K (-6.00%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 15
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 216648402 COOPER COS INC/THE | Non-derivative | -343,033 | -$129.82M | SEC filing ↗ | SEC filing ↗ |
| DOC PHYSICIANS REALTY TRUST | Non-derivative | -4,698,238 | -$62.53M | SEC filing ↗ | SEC filing ↗ |
| FWRD FORWARD AIR CORP | Non-derivative | -299,755 | -$18.85M | SEC filing ↗ | SEC filing ↗ |
3 / 15 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 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 14019002770
}Research all 372 reported holdings.
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