Boston Trust Walden Corp
Institutional investor · Portfolio as of Q3 2024
Top Holdings382 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.3M | $558M | 3.9% | $116.22 | +264.87% | 23 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2M | $455.6M | 3.2% | $95.50 | +141.97% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.4M | $232.6M | 1.6% | $98.69 | +65.29% | 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% | $95.53 | +113.49% | 23 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 615,311 | $217.5M | 1.5% | $164.95 | +106.18% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.3M | $211.5M | 1.5% | $95.41 | +72.38% | 23 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.7M | $195.5M | 1.4% | $47.97 | +50.54% | 23 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 681,238 | $187.3M | 1.3% | $160.60 | +68.66% | 23 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 1.1M | $177.2M | 1.2% | $133.00 | +16.81% | 23 qtrssince 2019-Q1 | Increased 51 |
UNITEDHEALTH GROUP INC | 294,170 | $172M | 1.2% | $251.75 | +124.70% | 23 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 471,919 | $169.8M | 1.2% | $262.45 | +36.15% | 23 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 525,612 | $145.5M | 1.0% | $145.38 | +82.35% | 23 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 158,355 | $140.4M | 1.0% | $219.26 | +299.92% | 23 qtrssince 2019-Q1 | Decreased 0 |
COOPER COS INC/THE | 1.3M | $138.3M | 1.0% | $96.33 | +13.96% | 23 qtrssince 2019-Q1 | Increased 43 |
FACTSET RESEARCH SYSTEMS INC | 296,329 | $136.3M | 0.9% | $335.31 | +34.88% | 23 qtrssince 2019-Q1 | Increased 47 |
PEPSICO INC | 787,796 | $134M | 0.9% | $118.05 | +37.30% | 23 qtrssince 2019-Q1 | Increased 43 |
PROGRESS SOFTWARE CORP | 2M | $132.3M | 0.9% | $43.68 | +51.79% | 23 qtrssince 2019-Q1 | Decreased 0 |
CHEMED CORP | 220,067 | $132.3M | 0.9% | $470.36 | +26.67% | 23 qtrssince 2019-Q1 | Decreased 0 |
CHUBB LTD | 448,235 | $129.3M | 0.9% | $147.31 | +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 Rating: 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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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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