Boston Trust Walden Corp
Q3 2020 13F-HR Holdings
Net value change ($000)
+623,456
(8.4%)
New positions
14
Sold out positions
11
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q2 2020
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| AAPL | 70,907 | 24.4% |
| AMGN | 33,280 | 1031.9% |
| META | 32,142 | 2857.1% |
| COLM | 28,185 | NEW |
| UPS | 27,153 | 48.9% |
| NKE | 26,372 | 26.9% |
| AKAM | 25,433 | 118.7% |
| DUNKIN' BRANDS GROUP, INC. | 24,115 | 56.9% |
| EA | 22,246 | NEW |
| ATO | 21,359 | 120.7% |
Top Reduces (Value $000, Stocks/ETFs)
| VARIAN MEDICAL SYSTEMS INC | -40,052 | -70.8% |
| HIW | -30,680 | -100.0% |
| SAM | -16,562 | -100.0% |
| INVX | -15,064 | -100.0% |
| CHE | -14,415 | -43.2% |
| CVBF | -13,203 | -100.0% |
| ITW | -11,485 | -15.3% |
| KAI | -10,980 | -73.7% |
| COHERENT INC | -9,941 | -37.5% |
| EXPD | -9,814 | -27.7% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|