Boston Trust Walden Corp

Q4 2024 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2024
Date filed
1/24/2025
Form type
13F-HR
Num holdings
379
Total value ($000)
$14,251,004
Net value change ($000)
-123,263 (-0.9%)
New positions
13
Sold out positions
16
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/24/2024 Next filing: 4/21/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
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)
SYY 39,037 173.8%
SMPL 37,901 47.2%
STE 35,305 324.1%
GPK 34,131 NEW
CFR 34,104 31.8%
GOOGL 30,173 13.0%
QLYS 28,212 23.7%
BLK 27,783 NEW
JPM 26,820 12.2%
UFPT 26,395 NEW
Top Reduces (Value $000, Stocks/ETFs)
SFM -75,980 -96.0%
ATR -54,140 -23.3%
SBUX -51,559 -64.6%
RVTY -29,938 -100.0%
MSFT -29,641 -5.3%
MANH -27,172 -88.3%
CORT -24,763 -35.3%
AMAT -23,500 -19.6%
TROW -23,199 -34.4%
UNH -22,229 -12.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type