Boston Trust Walden Corp Portfolio Holdings

Boston Trust Walden Corp

  • $14 Billion
  • Q4 2024

Boston Trust Walden Corp has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $14 Billion distributed in 594 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $528M, Apple Inc. with a value of $465M, Alphabet Inc. with a value of $263M, Jpmorgan Chase & CO with a value of $246M, and Alphabet Inc. with a value of $222M.

Examining the 13F form we can see an decrease of $128M in the current position value, from $14.1B to 14B.

Below you can find more details about Boston Trust Walden Corp portfolio as well as his latest detailed transactions.

Portfolio value $14 Billion
Technology: $3.08 Billion
Financial Services: $2.34 Billion
Industrials: $2.13 Billion
Healthcare: $1.86 Billion
Consumer Cyclical: $1.4 Billion
Consumer Defensive: $908 Million
Communication Services: $775 Million
Energy: $462 Million
Other: $1.05 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.97T
$528 Million 3.77% of portfolio
1,253,590
Q4 2024 Reduced 3.33%
$3.97T
$465 Million 3.32% of portfolio
1,856,306
Q4 2024 Reduced 5.07%
$1.05T
$263 Million 1.88% of portfolio
1,388,156
Q4 2024 Reduced 1.02%
$755B
$246 Million 1.76% of portfolio
1,027,602
Q4 2024 Reduced 1.29%
$1.08T
$222 Million 1.59% of portfolio
1,167,054
Q4 2024 Reduced 7.72%
$229B
$215 Million 1.54% of portfolio
612,446
Q4 2024 Reduced 0.47%
$576B
$212 Million 1.51% of portfolio
669,916
Q4 2024 Reduced 1.66%
$9.65B
$178 Million 1.27% of portfolio
1,133,711
Q4 2024 Reduced 21.8%
$8.51B
$178 Million 1.27% of portfolio
2,649,832
Q4 2024 Reduced 0.1%
$434B
$157 Million 1.12% of portfolio
1,085,655
Q4 2024 Reduced 0.74%
$22.8B
$155 Million 1.11% of portfolio
417,567
Q4 2024 Reduced 11.52%
$130B
$152 Million 1.09% of portfolio
520,172
Q4 2024 Reduced 1.03%
$440B
$150 Million 1.07% of portfolio
296,063
Q4 2024 Added 0.64%
$5.08B
$147 Million 1.05% of portfolio
1,049,623
Q4 2024 Added 13.34%
$17.6B
$145 Million 1.03% of portfolio
301,614
Q4 2024 Added 1.78%
$8.76B
$141 Million 1.01% of portfolio
1,052,290
Q4 2024 Added 9.84%
$1.61B
$135 Million 0.96% of portfolio
3,036,316
Q4 2024 Reduced 9.25%
$8.26B
$135 Million 0.96% of portfolio
949,586
Q4 2024 Added 1.01%
$8.21B
$128 Million 0.92% of portfolio
242,172
Q4 2024 Added 10.04%
$20B
$124 Million 0.89% of portfolio
296,857
Q4 2024 Reduced 0.76%
$115B
$124 Million 0.88% of portfolio
447,137
Q4 2024 Reduced 0.24%
$9.55B
$120 Million 0.86% of portfolio
502,783
Q4 2024 Reduced 12.7%
$148B
$118 Million 0.84% of portfolio
328,220
Q4 2024 Reduced 2.06%
$216B
$118 Million 0.84% of portfolio
775,635
Q4 2024 Reduced 1.54%
$3.69B
$118 Million 0.84% of portfolio
3,031,574
Q4 2024 Added 31.32%
$2.44B
$116 Million 0.83% of portfolio
1,781,415
Q4 2024 Reduced 9.26%
$22.3B
$114 Million 0.82% of portfolio
795,780
Q4 2024 Added 2.34%
$151B
$114 Million 0.81% of portfolio
498,829
Q4 2024 Reduced 1.4%
$5.7B
$108 Million 0.77% of portfolio
1,284,140
Q4 2024 Added 0.25%
$10.7B
$108 Million 0.77% of portfolio
1,306,329
Q4 2024 Added 1.56%
$147B
$106 Million 0.75% of portfolio
249,221
Q4 2024 Reduced 0.36%
$3.49B
$105 Million 0.75% of portfolio
1,797,489
Q4 2024 Added 0.55%
$5.88B
$106 Million 0.75% of portfolio
519,098
Q4 2024 Reduced 0.21%
$264B
$104 Million 0.74% of portfolio
1,752,000
Q4 2024 Reduced 0.36%
$47.4B
$102 Million 0.73% of portfolio
672,326
Q4 2024 Reduced 0.94%
$5.01B
$98.7 Million 0.7% of portfolio
1,055,321
Q4 2024 Added 8.69%
$6.08B
$97.7 Million 0.7% of portfolio
1,877,157
Q4 2024 Reduced 0.25%
$142B
$96.3 Million 0.69% of portfolio
592,196
Q4 2024 Reduced 0.13%
$65B
$94.7 Million 0.68% of portfolio
29,560
Q4 2024 Added 1.61%
$23.1B
$95.2 Million 0.68% of portfolio
928,854
Q4 2024 Added 1.57%
$454B
$94 Million 0.67% of portfolio
564,030
Q4 2024 Added 40.84%
$7.67B
$91.5 Million 0.65% of portfolio
1,468,854
Q4 2024 Added 17.6%
$27.4B
$91 Million 0.65% of portfolio
487,283
Q4 2024 Added 26.93%
$158B
$89.8 Million 0.64% of portfolio
2,391,955
Q4 2024 Reduced 7.38%
$4.08B
$89.2 Million 0.64% of portfolio
1,412,533
Q4 2024 Added 11.41%
$14.2B
$88.5 Million 0.63% of portfolio
990,094
Q4 2024 Added 2.81%
$4.79B
$86.5 Million 0.62% of portfolio
193,895
Q4 2024 Added 0.32%
$4.25B
$85 Million 0.61% of portfolio
920,583
Q4 2024 Added 0.12%
$5.03B
$84.7 Million 0.6% of portfolio
1,084,700
Q4 2024 Added 0.9%

Summary

  • Portfolio
  • No. of Stocks 594
  • Current Value $14 Billion
  • Prior Value $14.1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 129 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 180 stocks
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