13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001534866
Total reported value
$13.1B
$13.1B
372 檔
12.5%
In Q1 2024, Boston Trust Walden Corp's U.S. equity holdings reached a combined market value of $13.1B, distributed across 372 disclosed stock positions.
During Q1 2024, Boston Trust Walden Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 372 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.07% | -0.22% | -0.56% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.60% | +0.09% | -3.35% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.73% | +0.18% | +1.95% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | +0.02% | -3.12% | |
| 5 | ACN | Accenture plc | Stock-Tech | 1.59% | -0.29% | -0.77% | |
| 6 | ATR | Aptargroup Inc | Stock-Healthcare | 1.53% | -0.16% | +3.47% | |
| 7 | DCI | Donaldson Co Inc | Stock-Industrials | 1.49% | -0.07% | -0.65% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | +0.04% | -0.08% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.42% | +0.18% | -0.16% | |
| 10 | WAT | Waters CORP | Stock-Healthcare | 1.34% | +0.02% | -6.00% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.07% | +1.37% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 1.09% | -0.06% | -3.90% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.08% | +0.14% | +0.42% | |
| 14 | HUBB | Hubbell Inc | Stock-Industrials | 1.02% | -0.06% | -2.90% | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 1.00% | — | -0.07% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 0.98% | — | -10.26% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | -0.13% | +12.16% | |
| 18 | CHE | Chemed CORP | Stock-Healthcare | 0.96% | +0.07% | +5.65% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.13% | -33.29% | |
| 20 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.93% | -0.05% | -6.33% | |
| 21 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.92% | -0.52% | — | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.91% | -0.08% | +0.09% | |
| 23 | CB | Chubb Limited | Stock-Financials | 0.89% | -0.05% | -2.27% | |
| 24 | FDS | Factset Research Systems Inc | Stock-Financials | 0.89% | -0.04% | -4.97% | |
| 25 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.88% | +0.14% | -0.36% | |
| 26 | QLYS | Qualys Inc | Stock-Tech | 0.88% | +0.30% | +13.11% | |
| 27 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.84% | -0.13% | -0.29% | |
| 28 | CHH | Choice Hotels Intl Inc | Stock-Consumer Disc | 0.84% | -0.04% | +20.95% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.84% | +0.47% | +40.20% | |
| 30 | NTRS | Northern Trust CORP | Stock-Financials | 0.80% | -0.05% | -1.76% | |
| 31 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.77% | — | -0.33% | |
| 32 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.77% | +0.07% | -45.31% | |
| 33 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.77% | -0.17% | -13.09% | |
| 34 | SIGI | Selective Insurance Group | Stock-Financials | 0.76% | +0.04% | -0.56% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.75% | — | +11.03% | |
| 36 | COLM | Columbia Sportswear Co | Stock-Other | 0.75% | — | -0.25% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.73% | -0.06% | +2.67% | |
| 38 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.71% | +0.14% | -24.84% | |
| 39 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.71% | -0.03% | +0.83% | |
| 40 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.70% | -0.01% | -1.88% | |
| 41 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.69% | -0.05% | -0.48% | |
| 42 | WHD | Cactus Inc - A | Stock-Other | 0.69% | -0.05% | -0.60% | |
| 43 | CRI | Carter's Inc | Stock-Other | 0.69% | — | +0.01% | |
| 44 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.69% | +0.16% | -19.95% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.22% | +0.51% | |
| 46 | PRGS | Progress Software CORP | Stock-Other | 0.67% | -0.36% | EXIT | |
| 47 | AZO | Autozone Inc | Stock-Consumer Disc | 0.67% | -0.06% | +10.39% | |
| 48 | SEIC | Sei Investments Company | Stock-Financials | 0.67% | -0.01% | -1.13% | |
| 49 | HP | Helmerich & Payne | Stock-Energy | 0.66% | — | -0.90% | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.66% | -0.05% | +0.15% |
According to official SEC Form 13F filings, Boston Trust Walden Corp reported a total U.S. public equity portfolio value of $13.1B across 372 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, GOOGL) accounted for 12.5% of total reported equity market value during Q1 2024.
During Q1 2024, Boston Trust Walden Corp's top holdings by market value included MSFT (4.1%)、AAPL (2.6%)、GOOGL (1.7%). The largest single position, MSFT, represented 4.1% of total portfolio value.
In Q1 2024, Boston Trust Walden Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.