Boston Trust Walden Corp
Institutional investor · Portfolio as of Q4 2019
Top Holdings379 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
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% | $110.82 | +35.02% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 141,129 | $188.7M | 2.2% | $58.18 | +13.96% | 4 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 1.2M | $161.8M | 1.9% | $83.49 | +40.09% | 4 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 668,456 | $140.8M | 1.6% | $156.05 | +21.12% | 4 qtrssince 2019-Q1 | Increased 47 |
COSTCO WHOLESALE CORP | 465,925 | $136.9M | 1.6% | $218.85 | +22.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 699,573 | $131.5M | 1.5% | $148.12 | +20.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON AND CO | 471,204 | $128.2M | 1.5% | $170.46 | +9.92% | 4 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2M | $118M | 1.4% | $45.14 | +16.12% | 4 qtrssince 2019-Q1 | Increased 49 |
AUTOMATIC DATA PROCESSING | 691,466 | $117.9M | 1.4% | $136.34 | +8.33% | 4 qtrssince 2019-Q1 | Increased 47 |
NIKE INC -CL B | 1.1M | $112.6M | 1.3% | $77.06 | +20.66% | 4 qtrssince 2019-Q1 | Decreased 0 |
PNC FINANCIAL SERVICES GROUP | 634,035 | $101.2M | 1.2% | $93.81 | +33.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 674,277 | $98.4M | 1.1% | $115.59 | +6.17% | 4 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 543,853 | $98.3M | 1.1% | $143.93 | +9.57% | 4 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 334,180 | $98.2M | 1.1% | $221.46 | +20.32% | 4 qtrssince 2019-Q1 | Increased 47 |
US BANCORP | 1.6M | $92.9M | 1.1% | $36.43 | +25.40% | 4 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 2M | $91.8M | 1.1% | $31.07 | +14.56% | 4 qtrssince 2019-Q1 | Decreased 0 |
ILLINOIS TOOL WORKS | 508,602 | $91.4M | 1.1% | $122.24 | +27.80% | 4 qtrssince 2019-Q1 | Decreased 0 |
ROSS STORES INC | 773,587 | $90.1M | 1.0% | $87.23 | +25.92% | 4 qtrssince 2019-Q1 | Decreased 0 |
EVERSOURCE ENERGY COM STK | 1M | $87.6M | 1.0% | $56.78 | +19.52% | 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 Rating: 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