Boston Trust Walden Corp
Institutional investor · Portfolio as of Q4 2024
Top Holdings379 positions
MICROSOFT | 1.3M | $528.4M | 3.7% | $115.51 | +259.94% | 24 qtrssince 2019-Q1 | Decreased 0 |
APPLE | 1.9M | $464.9M | 3.3% | $46.05 | +439.90% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET - CLASS A | 1.4M | $262.8M | 1.8% | $107.79 | +74.59% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1M | $246.3M | 1.7% | $93.89 | +145.29% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET - CLASS C | 1.2M | $222.3M | 1.6% | $58.62 | +222.96% | 24 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE | 612,446 | $215.5M | 1.5% | $163.63 | +106.03% | 24 qtrssince 2019-Q1 | Decreased 0 |
VISA - CLASS A | 669,916 | $211.7M | 1.5% | $160.60 | +94.24% | 24 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON INC | 2.6M | $178.5M | 1.3% | $47.34 | +38.70% | 24 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.1M | $178.1M | 1.2% | $105.79 | +45.03% | 24 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.1M | $157M | 1.1% | $130.73 | +5.64% | 24 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 417,567 | $154.9M | 1.1% | — | — | 24 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 520,172 | $152.3M | 1.1% | $144.46 | +93.90% | 24 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 296,063 | $149.8M | 1.1% | $248.56 | +94.77% | 24 qtrssince 2019-Q1 | Increased 48 |
QUALYS INC | 1M | $147.2M | 1.0% | $129.00 | +8.70% | 16 qtrssince 2021-Q1 | Increased 54 |
FACTSET RESH SYS INC | 301,614 | $144.9M | 1.0% | $332.54 | +40.81% | 24 qtrssince 2019-Q1 | Increased 48 |
CULLEN FROST BANKERS INC | 1.1M | $141.3M | 1.0% | $107.51 | +18.61% | 2 qtrssince 2024-Q3 | Increased 47 |
COSTCO WHOLESALE CORPORATION | 149,078 | $136.6M | 1.0% | $219.26 | +313.89% | 24 qtrssince 2019-Q1 | Decreased 0 |
CHOICE HOTELS INTL INC | 949,586 | $134.8M | 0.9% | $106.52 | +30.59% | 24 qtrssince 2019-Q1 | Increased 43 |
EXLSERVICE HLDGS INC | 3M | $134.8M | 0.9% | $25.65 | +73.02% | 24 qtrssince 2019-Q1 | Decreased 0 |
CHEMED CORP NEW | 242,172 | $128.3M | 0.9% | $471.65 | +11.38% | 24 qtrssince 2019-Q1 | Increased 47 |
Boston Trust Walden Corp manages $14.3B across 379 positions as of Q4 2024. Top holdings: MSFT (3.7%), AAPL (3.3%), GOOGL (1.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 13 new positions, 16 exits, 129 increased. Top move: QLYS (INCREASED, conviction 54). Portfolio: $14.3B 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