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CIK: 0001534866
Total reported value
$13.1B
$13.1B
382 檔
12.9%
At the close of Q3 2024, Boston Trust Walden Corp disclosed equity holdings valued at approximately $13.1B, spread across 382 reported holdings.
Boston Trust Walden Corp executed strategic sector rebalancing during Q3 2024, establishing 8 new positions while fully exiting 5 holdings and trimming 24 positions.
Showing top 200 holdings (of 382 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.88% | -0.22% | -0.78% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.17% | +0.09% | -1.74% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.18% | -6.10% | |
| 4 | ATR | Aptargroup Inc | Stock-Healthcare | 1.62% | -0.16% | -1.26% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | +0.02% | -1.02% | |
| 6 | ACN | Accenture plc | Stock-Tech | 1.51% | -0.29% | -0.36% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.47% | +0.18% | -1.59% | |
| 8 | DCI | Donaldson Co Inc | Stock-Industrials | 1.36% | -0.07% | -5.31% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.30% | +0.04% | +0.02% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.23% | -0.07% | +6.74% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.20% | +0.14% | -0.86% | |
| 12 | WAT | Waters CORP | Stock-Healthcare | 1.18% | +0.02% | -12.28% | |
| 13 | ADP | Automatic Data Processing | Stock-Tech | 1.01% | — | -1.21% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.13% | -3.42% | |
| 15 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.96% | -0.52% | +1.54% | |
| 16 | FDS | Factset Research Systems Inc | Stock-Financials | 0.95% | -0.04% | +9.33% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.93% | -0.13% | +1.22% | |
| 18 | PRGS | Progress Software CORP | Stock-Other | 0.92% | -0.36% | EXIT | |
| 19 | CHE | Chemed CORP | Stock-Healthcare | 0.92% | +0.07% | -0.62% | |
| 20 | CB | Chubb Limited | Stock-Financials | 0.90% | -0.05% | -0.28% | |
| 21 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.89% | +0.14% | -8.71% | |
| 22 | HUBB | Hubbell Inc | Stock-Industrials | 0.89% | -0.06% | -12.42% | |
| 23 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.89% | -0.13% | -11.03% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 0.87% | — | -4.97% | |
| 25 | CHH | Choice Hotels Intl Inc | Stock-Consumer Disc | 0.85% | -0.04% | -0.16% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.84% | -0.06% | -8.17% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.83% | +0.47% | +4.47% | |
| 28 | QLYS | Qualys Inc | Stock-Tech | 0.83% | +0.30% | +14.47% | |
| 29 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.75% | -0.08% | -1.53% | |
| 30 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.75% | +0.20% | +60.35% | |
| 31 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.75% | -0.23% | — | |
| 32 | WHD | Cactus Inc - A | Stock-Other | 0.74% | -0.05% | -8.57% | |
| 33 | COLM | Columbia Sportswear Co | Stock-Other | 0.74% | — | -1.83% | |
| 34 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.74% | +0.06% | +2.61% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.73% | — | +1.60% | |
| 36 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.71% | -0.17% | -1.64% | |
| 37 | SLGN | Silgan Holdings Inc | Stock-Consumer Disc | 0.69% | +0.01% | -0.14% | |
| 38 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.68% | -0.05% | -1.65% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | +0.22% | -3.53% | |
| 40 | AZO | Autozone Inc | Stock-Consumer Disc | 0.64% | -0.06% | -1.98% | |
| 41 | SIGI | Selective Insurance Group | Stock-Financials | 0.63% | +0.04% | -1.81% | |
| 42 | SEIC | Sei Investments Company | Stock-Financials | 0.62% | -0.01% | -0.77% | |
| 43 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.62% | — | -16.97% | |
| 44 | CNS | Cohen & Steers Inc | Stock-Other | 0.61% | +0.02% | -1.96% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.61% | -0.06% | -17.73% | |
| 46 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.60% | -0.03% | -6.68% | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.59% | -0.01% | -1.42% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.58% | -0.02% | -1.80% | |
| 49 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 0.58% | +0.17% | -1.41% | |
| 50 | NTRS | Northern Trust CORP | Stock-Financials | 0.57% | -0.05% | -7.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CFR | Cullen/frost Bankers Inc | +0.8% | NEW | New buy |
| 2 | SMPL | Simply Good Foods Co/the | +0.6% | NEW | New buy |
| 3 | TEL | TE Connectivity plc | +0.4% | NEW | New buy |
| 4 | ACLS | Axcelis Technologies Inc | +0.4% | NEW | New buy |
| 5 | MTDR | Matador Resources Co | +0.4% | NEW | New buy |
| 6 | DLB | Dolby Laboratories Inc-cl A | +0.4% | +185.32% | Add |
| 7 | WTS | Watts Water Technologies-a | +0.3% | +60.35% | Add |
| 8 | CLX | Clorox Company | +0.3% | +5442.45% | Add |
| 9 | PBH | Prestige Consumer Healthcare | +0.3% | NEW | New buy |
| 10 | WTRG | Essential Utilities Inc | +0.3% | +117.26% | Add |
| 11 | GPC | Genuine Parts Co | +0.3% | NEW | New buy |
| 12 | DHI | Dr Horton Inc | +0.2% | +173.69% | Add |
| 13 | LULU | Lululemon Athletica Inc | +0.2% | +359.97% | Add |
| 14 | AMPH | Amphastar Pharmaceuticals In | +0.2% | NEW | New buy |
| 15 | COO | Cooper Cos Inc/the | +0.2% | +1.54% | Add |
| 16 | FDS | Factset Research Systems Inc | +0.1% | +9.33% | Add |
| 17 | PRGS | Progress Software CORP | +0.1% | -0.18% | Trim |
| 18 | TFX | Teleflex Inc | +0.1% | +21.23% | Add |
| 19 | ACN | Accenture plc | +0.1% | -0.36% | Trim |
| 20 | JNJ | Johnson & Johnson | +0.1% | +6.74% | Add |
| 21 | ICUI | Icu Medical Inc | +0.1% | -0.37% | Trim |
| 22 | CNS | Cohen & Steers Inc | +0.1% | -1.96% | Trim |
| 23 | CORT | Corcept Therapeutics Inc | +0.1% | -4.41% | Trim |
| 24 | SLGN | Silgan Holdings Inc | +0.1% | -0.14% | Trim |
| 25 | HALO | Halozyme Therapeutics Inc | +0.1% | +53.99% | Add |
| 26 | ATR | Aptargroup Inc | +0.1% | -1.26% | Trim |
| 27 | OGS | One Gas Inc | +0.1% | +10.36% | Add |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | -0.86% | Trim |
| 29 | CINF | Cincinnati Financial CORP | +0.1% | +2.61% | Add |
| 30 | ADP | Automatic Data Processing | +0.1% | -1.21% | Trim |
| 31 | AAPL | Apple Inc | +0.1% | -1.74% | Trim |
| 32 | ATRIUSD | Atrion Corporation | -0.1% | EXIT | Sold out |
| 33 | FFIV | F5 Inc | -0.1% | -43.63% | Trim |
| 34 | MZTI | Marzetti Company/the | -0.1% | -19.92% | Trim |
| 35 | RHI | Robert Half Inc | -0.1% | EXIT | Sold out |
| 36 | LKFN | Lakeland Financial CORP | -0.2% | EXIT | Sold out |
| 37 | NKE | Nike Inc -cl B | -0.2% | -36.23% | Trim |
| 38 | CENTA | Central Garden And Pet Co-a | -0.2% | EXIT | Sold out |
| 39 | BJ | Bj's Wholesale Club Holdings | -0.2% | -12.58% | Trim |
| 40 | MEDP | Medpace Holdings Inc | -0.2% | -17.91% | Trim |
| 41 | CRI | Carter's Inc | -0.2% | -39.21% | Trim |
| 42 | FIX | Comfort Systems USA Inc | -0.2% | -99.38% | Trim |
| 43 | GOOG | Alphabet Inc-cl C | -0.3% | -1.59% | Trim |
| 44 | HP | Helmerich & Payne | -0.3% | -39.19% | Trim |
| 45 | GOOGL | Alphabet Inc-cl A | -0.4% | -6.10% | Trim |
| 46 | TEL | TE Connectivity plc | -0.4% | EXIT | Sold out |
| 47 | NTAP | Netapp Inc | -0.4% | -87.78% | Trim |
| 48 | MSFT | Microsoft CORP | -0.5% | -0.78% | Trim |
| 49 | JLL | Jones Lang Lasalle Inc | -0.5% | -55.41% | Trim |
| 50 | TXRH | Texas Roadhouse Inc | -0.5% | -64.07% | Trim |
According to official SEC Form 13F filings, Boston Trust Walden Corp reported a total U.S. public equity portfolio value of $13.1B across 382 disclosed positions in Q3 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 12.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
CFR
市值: $107.2M
Top Position Liquidated / Trimmed
TEL
前期市值: $57.8M
During Q3 2024, Boston Trust Walden Corp's top holdings by market value included MSFT (3.9%)、AAPL (3.2%)、GOOGL (1.6%). The largest single position, MSFT, represented 3.9% of total portfolio value.
In Q3 2024, Boston Trust Walden Corp made 50 total portfolio adjustments, initiating 8 new buys, adding to 13 positions, trimming 24 holdings, and fully liquidating 5 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.
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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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