Boston Trust Walden Corp
Institutional investor · Portfolio as of Q4 2023
Top Holdings372 positions
Microsoft Corporation | 1.4M | $512.7M | 3.9% | $115.51 | +218.74% | 20 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 2.2M | $423.5M | 3.2% | $46.05 | +313.06% | 20 qtrssince 2019-Q1 | Decreased 0 |
Accenture Plc | 646,162 | $226.7M | 1.7% | $163.63 | +102.26% | 20 qtrssince 2019-Q1 | Increased 48 |
Alphabet Inc. | 1.6M | $220.8M | 1.7% | $106.98 | +29.35% | 20 qtrssince 2019-Q1 | Increased 49 |
JPMorgan Chase & Co. | 1.2M | $209.5M | 1.6% | $93.89 | +70.00% | 20 qtrssince 2019-Q1 | Decreased 0 |
Waters Corporation | 582,048 | $191.6M | 1.4% | — | — | 20 qtrssince 2019-Q1 | Increased 49 |
Visa Inc. | 719,200 | $187.2M | 1.4% | $160.58 | +58.82% | 20 qtrssince 2019-Q1 | Increased 49 |
Alphabet Inc. | 1.3M | $184.9M | 1.4% | $58.62 | +138.15% | 20 qtrssince 2019-Q1 | Decreased 0 |
Donaldson Company, Inc. | 2.8M | $184M | 1.4% | $47.32 | +32.64% | 20 qtrssince 2019-Q1 | Increased 49 |
Costco Wholesale Corporation | 271,771 | $179.4M | 1.4% | $219.26 | +196.44% | 20 qtrssince 2019-Q1 | Decreased 0 |
AptarGroup, Inc. | 1.4M | $177.8M | 1.3% | $104.62 | +14.03% | 20 qtrssince 2019-Q1 | Increased 49 |
Johnson & Johnson | 1M | $164.4M | 1.2% | $128.95 | +12.52% | 20 qtrssince 2019-Q1 | Increased 49 |
UnitedHealth Group Incorporated | 304,879 | $160.5M | 1.2% | $246.12 | +101.56% | 20 qtrssince 2019-Q1 | Increased 48 |
Union Pacific Corporation | 621,854 | $152.7M | 1.2% | $153.63 | +50.49% | 20 qtrssince 2019-Q1 | Decreased 0 |
Medpace Holdings, Inc. | 488,271 | $149.7M | 1.1% | $125.32 | +144.59% | 15 qtrssince 2020-Q2 | Decreased 0 |
FactSet Research Systems Inc. | 287,730 | $137.3M | 1.0% | $319.18 | +44.37% | 20 qtrssince 2019-Q1 | Increased 49 |
Jones Lang LaSalle Incorporated | 710,236 | $134.1M | 1.0% | $158.57 | +19.11% | 20 qtrssince 2019-Q1 | Increased 57 |
Stryker Corporation | 443,458 | $132.8M | 1.0% | $186.64 | +56.19% | 20 qtrssince 2019-Q1 | Increased 49 |
Automatic Data Processing, Inc. | 560,047 | $130.5M | 1.0% | $144.46 | +51.00% | 20 qtrssince 2019-Q1 | Increased 43 |
| 343,033 | $129.8M | 1.0% | $81.21 | +24.93% | 20 qtrssince 2019-Q1 | Increased 51 |
Boston Trust Walden Corp manages $13.3B across 372 positions as of Q4 2023. Top holdings: MSFT (3.9%), AAPL (3.2%), ACN (1.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 18 new positions, 6 exits, 159 increased. Top move: JLL (INCREASED, conviction 57). Portfolio: $13.3B across 372 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