Boston Trust Walden Corp
Institutional investor · Portfolio as of Q4 2019
Top Holdings379 positions
APPLE INC | 977,915 | $287.2M | 3.3% | $45.24 | +56.18% | 4 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.7M | $268.5M | 3.1% | $110.12 | +35.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 141,129 | $188.7M | 2.2% | $58.07 | +14.04% | 4 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 1.2M | $161.8M | 1.9% | $82.70 | +40.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 668,456 | $140.8M | 1.6% | $154.81 | +21.12% | 4 qtrssince 2019-Q1 | Increased 47 |
COSTCO WHOLESALE CORPORATION | 465,925 | $136.9M | 1.6% | $218.85 | +22.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 699,573 | $131.5M | 1.5% | $148.12 | +20.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON & CO | 471,204 | $128.2M | 1.5% | $169.46 | +9.92% | 4 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON INC | 2M | $118M | 1.4% | $44.83 | +15.94% | 4 qtrssince 2019-Q1 | Increased 49 |
AUTOMATIC DATA PROCESSING IN | 691,466 | $117.9M | 1.4% | $135.47 | +8.33% | 4 qtrssince 2019-Q1 | Increased 47 |
NIKE INC | 1.1M | $112.6M | 1.3% | $75.08 | +21.27% | 4 qtrssince 2019-Q1 | Decreased 0 |
PNC FINL SVCS GROUP INC | 634,035 | $101.2M | 1.2% | $92.96 | +33.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 674,277 | $98.4M | 1.1% | $113.77 | +6.58% | 4 qtrssince 2019-Q1 | Decreased 0 |
UNION PAC CORP | 543,853 | $98.3M | 1.1% | $141.78 | +9.96% | 4 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 334,180 | $98.2M | 1.1% | $217.17 | +20.37% | 4 qtrssince 2019-Q1 | Increased 47 |
US BANCORP | 1.6M | $92.9M | 1.1% | $35.42 | +25.66% | 4 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 2M | $91.8M | 1.1% | $29.84 | +14.03% | 4 qtrssince 2019-Q1 | Decreased 0 |
ILLINOIS TOOL WKS INC | 508,602 | $91.4M | 1.1% | $119.96 | +27.60% | 4 qtrssince 2019-Q1 | Decreased 0 |
ROSS STORES INC | 773,587 | $90.1M | 1.0% | $86.71 | +25.83% | 4 qtrssince 2019-Q1 | Decreased 0 |
EVERSOURCE ENERGY | 1M | $87.6M | 1.0% | $54.89 | +20.42% | 4 qtrssince 2019-Q1 | Increased 48 |
Boston Trust Walden Corp manages $8.6B across 379 positions as of Q4 2019. Top holdings: AAPL (3.3%), MSFT (3.1%), GOOG (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 14 new positions, 10 exits, 207 increased. Top move: GOOG (INCREASED, conviction 52). Portfolio: $8.6B across 379 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