Boston Trust Walden Corp
Q4 2020 13F-HR Holdings
Net value change ($000)
+1,344,832
(16.7%)
New positions
19
Sold out positions
10
Turnover %
2.4%
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 Q3 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 | 45,491 | 12.6% |
| BLD | 45,182 | 420.2% |
| GOOGL | 36,831 | 19.9% |
| TROW | 31,131 | 62.2% |
| JPM | 30,098 | 34.8% |
| JLL | 28,846 | 109.5% |
| INTU | 28,494 | NEW |
| CANTEL MEDICAL LLC | 27,297 | 107.7% |
| MCO | 25,452 | 2138.8% |
| MEDP | 25,314 | 55.5% |
Top Reduces (Value $000, Stocks/ETFs)
| DUNKIN' BRANDS GROUP, INC. | -66,467 | -100.0% |
| NEOS ETF Trust | -48,089 | -99.3% |
| ED | -27,626 | -61.9% |
| JNP | -13,724 | -100.0% |
| HST | -13,064 | -100.0% |
| TR | -11,609 | -100.0% |
| HE | -10,935 | -100.0% |
| ST | -10,123 | -100.0% |
| VZ | -9,686 | -13.5% |
| IEX | -8,719 | -95.7% |
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 |
|---|