Boston Trust Walden Corp
Institutional investor · Portfolio as of Q3 2024
Top Holdings382 positions
MICROSOFT | 1.3M | $558M | 3.9% | $115.51 | +266.72% | 23 qtrssince 2019-Q1 | Decreased 0 |
APPLE | 2M | $455.6M | 3.2% | $46.05 | +401.79% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET - CLASS A | 1.4M | $232.6M | 1.6% | $107.79 | +52.79% | 23 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.4M | $232.2M | 1.6% | $105.79 | +47.49% | 23 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1M | $219.5M | 1.5% | $93.89 | +114.45% | 23 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE | 615,311 | $217.5M | 1.5% | $163.63 | +106.18% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET - CLASS C | 1.3M | $211.5M | 1.5% | $58.62 | +183.21% | 23 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON INC | 2.7M | $195.5M | 1.4% | $47.34 | +51.21% | 23 qtrssince 2019-Q1 | Decreased 0 |
VISA - CLASS A | 681,238 | $187.3M | 1.3% | $160.60 | +68.66% | 23 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 1.1M | $177.2M | 1.2% | $130.73 | +17.44% | 23 qtrssince 2019-Q1 | Increased 51 |
UNITEDHEALTH GROUP INC | 294,170 | $172M | 1.2% | $247.04 | +125.64% | 23 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 471,919 | $169.8M | 1.2% | — | — | 23 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 525,612 | $145.5M | 1.0% | $144.46 | +82.35% | 23 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 158,355 | $140.4M | 1.0% | $219.26 | +299.92% | 23 qtrssince 2019-Q1 | Decreased 0 |
COOPER COS INC | 1.3M | $138.3M | 1.0% | $101.59 | +8.61% | 3 qtrssince 2024-Q1 | Increased 43 |
FACTSET RESH SYS INC | 296,329 | $136.3M | 0.9% | $330.12 | +35.52% | 23 qtrssince 2019-Q1 | Increased 47 |
PEPSICO | 787,796 | $134M | 0.9% | $114.57 | +37.34% | 23 qtrssince 2019-Q1 | Increased 43 |
PROGRESS SOFTWARE CORP | 2M | $132.3M | 0.9% | $43.43 | +55.12% | 23 qtrssince 2019-Q1 | Decreased 0 |
CHEMED CORP NEW | 220,067 | $132.3M | 0.9% | $466.26 | +27.69% | 23 qtrssince 2019-Q1 | Decreased 0 |
CHUBB LIMITED | 448,235 | $129.3M | 0.9% | $146.87 | +92.68% | 23 qtrssince 2019-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $14.4B across 382 positions as of Q3 2024. Top holdings: MSFT (3.9%), AAPL (3.2%), GOOGL (1.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 21 new positions, 17 exits, 88 increased. Top move: JNJ (INCREASED, conviction 51). Portfolio: $14.4B across 382 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