Boston Trust Walden Corp is based out of Boston. Their last reported 13F filing for Q4 2023 included $13,255,036,554 in managed 13F securities
and a top 10 holdings concentration of 19.02%. Boston Trust Walden Corp's largest holding is Microsoft Corp. with shares held of 1,363,421. Whalewisdom has at least 50 13F filings, and 2 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
PAYC Paycom Software Inc | 0.37% |
JLL Jones Lang Lasalle I | 0.31% |
CHKP Check Point Software | 0.25% |
INMD Inmode Ltd | 0.24% |
COO Cooper Companies (Th | 0.23% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
CHH Choice Hotels Intern | 0.38% |
HSIC Schein (Henry) Inc. | 0.37% |
TRMB Trimble Navigation L | 0.3% |
SJM Smucker (J.M.) Co. | 0.27% |
BR Broadridge Financial | 0.23% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 3.87% |
AAPL Apple Inc | 3.2% |
ACN Accenture Plc | 1.71% |
GOOGL Alphabet Inc. Class | 1.67% |
JPM JPMorgan Chase & Co. | 1.58% |
2023-12-31
13F Activity
Market Value | $13.3b, Prior: $11.9b |
New Purchases | 18 stocks |
Added To | 159 stocks |
Sold out of | 6 stocks |
Reduced holdings in | 135 stocks |
Top 10 Holdings % | 19.02% |
Turnover %[1] | 6.45% |
Turnover Alt %[2] | 3.48% |
Time Held Top 20 | 20.2 quarters |
Time Held Top 10 | 13.3 quarters |
Time Held All | 28 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31