Boston Trust Walden Corp
Institutional investor · Portfolio as of Q2 2024
Top Holdings378 positions
MICROSOFT CORP | 1.3M | $584.2M | 4.3% | $115.51 | +280.23% | 22 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2M | $419.1M | 3.1% | $46.05 | +353.07% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.5M | $272.1M | 2.0% | $107.79 | +67.58% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.3M | $235.7M | 1.7% | $58.62 | +210.30% | 22 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.1M | $212.7M | 1.6% | $94.36 | +104.57% | 22 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.5M | $206.8M | 1.5% | $105.79 | +29.24% | 22 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON INC | 2.8M | $200.5M | 1.5% | $47.34 | +46.26% | 22 qtrssince 2019-Q1 | Increased 48 |
ACCENTURE PLC IRELAND | 617,540 | $187.4M | 1.4% | $163.63 | +76.20% | 22 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 681,112 | $178.8M | 1.3% | $160.58 | +60.71% | 22 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 538,012 | $156.1M | 1.2% | $262.45 | +10.54% | 22 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 296,720 | $151.1M | 1.1% | $247.04 | +95.84% | 22 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1M | $149.8M | 1.1% | $129.20 | +6.37% | 22 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 163,960 | $139.4M | 1.0% | $219.26 | +282.90% | 22 qtrssince 2019-Q1 | Decreased 0 |
JONES LANG LASALLE INC | 672,994 | $138.2M | 1.0% | $159.10 | +29.02% | 22 qtrssince 2019-Q1 | Increased 48 |
APPLIED MATLS INC | 567,616 | $134M | 1.0% | $159.01 | +45.95% | 11 qtrssince 2021-Q4 | Decreased 0 |
PEPSICO INC | 778,285 | $128.4M | 1.0% | $114.04 | +32.81% | 22 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING IN | 532,042 | $127M | 0.9% | $144.46 | +56.50% | 22 qtrssince 2019-Q1 | Decreased 0 |
HUBBELL INC | 341,578 | $124.8M | 0.9% | $120.15 | +198.41% | 22 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORPORATION | 364,941 | $124.2M | 0.9% | $186.64 | +78.29% | 22 qtrssince 2019-Q1 | Decreased 0 |
APPLIED INDL TECHNOLOGIES IN | 630,915 | $122.4M | 0.9% | $70.31 | +171.70% | 22 qtrssince 2019-Q1 | Increased 43 |
Boston Trust Walden Corp manages $13.5B across 378 positions as of Q2 2024. Top holdings: MSFT (4.3%), AAPL (3.1%), GOOGL (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 14 new positions, 8 exits, 113 increased. Top move: DCI (INCREASED, conviction 48). Portfolio: $13.5B across 378 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR