SEC 13F Intelligence

Managers / Q1 2023 · view latest →

Boston Trust Walden Corp

CIK 0001534866 · ONE BEACON STREET, 34TH FLOOR, BOSTON, MA, 02108 · 617-726-7250

Reported Value
$11.6B
Q1 2023
Positions
584
Filings on Record
31
2019–present window
Filed
Apr 19, 2023
original filing

Summary

Boston Trust Walden Corp reported $11.6B in U.S.-listed holdings across 584 positions for Q1 2023.

Its largest position, MSFT, represents 2.9% of the portfolio.

Compared with Q4 2022, the fund opened 14 new positions and exited 11.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $6.3BQ4 ’18Q1 ’19: $7.3BQ2 ’19: $7.7BQ3 ’19: $8.0BQ4 ’19: $8.6BQ4 ’19Q1 ’20: $6.3BQ2 ’20: $7.4BQ3 ’20: $8.0BQ4 ’20: $9.4BQ4 ’20Q1 ’21: $10.3BQ2 ’21: $11.2BQ3 ’21: $11.3BQ4 ’21: $12.5BQ4 ’21Q1 ’22: $12.1BQ2 ’22: $10.6BQ3 ’22: $10.1BQ4 ’22: $11.37TQ4 ’22Q1 ’23: $11.6BQ2 ’23: $12.2BQ3 ’23: $11.9BQ4 ’23: $13.3BQ4 ’23Q1 ’24: $14.0BQ2 ’24: $13.5BQ3 ’24: $14.4BQ4 ’24: $14.3BQ4 ’24Q1 ’25: $13.7BQ2 ’25: $14.0BQ3 ’25: $13.6BQ4 ’25: $13.2BQ4 ’25Q1 ’26: $12.2Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 91.5%Other: 5.8%REIT: 2.0%ETP: 0.4%ADR: 0.2%Other: 0.0%
  • Common Stock · 91.5% · $10.6B
  • Other · 5.8% · $674M
  • REIT · 2.0% · $235M
  • ETP · 0.4% · $51M
  • ADR · 0.2% · $24M
  • Other · 0.0% · $236,930

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2023

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$12.2B613Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$13.2B594Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$13.6B603Oct 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$14.0B583Jul 28, 202513F-HRchanges · EDGAR ↗
Q1 2025$13.7B587Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$14.3B594Jan 24, 202513F-HRchanges · EDGAR ↗
Q3 2024$14.4B600Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$13.5B594Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$14.0B585Apr 22, 202413F-HRchanges · EDGAR ↗
Q4 2023$13.3B585Jan 24, 202413F-HRchanges · EDGAR ↗
Q3 2023$11.9B576Oct 18, 202313F-HRchanges · EDGAR ↗
Q2 2023$12.2B583Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$11.6B584Apr 19, 202313F-HRchanges · EDGAR ↗
Q4 2022$11.37T584Jan 20, 202313F-HRchanges · EDGAR ↗
Q3 2022$10.1B579Oct 19, 202213F-HRchanges · EDGAR ↗
Q2 2022$10.6B593Jul 22, 202213F-HRchanges · EDGAR ↗
Q1 2022$12.1B619Apr 20, 202213F-HRchanges · EDGAR ↗
Q4 2021$12.5B624Jan 21, 202213F-HRchanges · EDGAR ↗
Q3 2021$11.3B620Oct 25, 202113F-HRchanges · EDGAR ↗
Q2 2021$11.2B624Jul 22, 202113F-HRchanges · EDGAR ↗
Q1 2021$10.3B606Apr 21, 202113F-HRchanges · EDGAR ↗
Q4 2020$9.4B611Jan 15, 202113F-HRchanges · EDGAR ↗
Q3 2020$8.0B608Oct 14, 202013F-HRchanges · EDGAR ↗
Q2 2020$7.4B602Jul 23, 202013F-HRchanges · EDGAR ↗
Q1 2020$6.3B586Apr 24, 2020RESTATEMENTchanges · EDGAR ↗
Q4 2019$8.6B621Jan 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$8.0B620Oct 21, 201913F-HRchanges · EDGAR ↗
Q2 2019$7.7B632Jul 25, 201913F-HRchanges · EDGAR ↗
Q1 2019$7.3B633Apr 16, 201913F-HRchanges · EDGAR ↗
Q4 2018$6.3B628Jan 17, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Boston Trust Walden Co028-02259
  • Boston Trust Walden Inc.028-15041

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.