WebSep 4, 2024 · Boston Trust Walden Company is not making any changes to its ownership, personnel, or the services it provides. It remains an independent and employee-owned firm committed to serving the needs of... WebFeb 28, 2024 · Boston Trust Walden Small Cap Fund No Transaction Fee 1 Fidelity Fund Pick 2 Prospectus More Morningstar ® Snapshot* AS OF 2/28/2024; Morningstar Category: Small Blend *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Risk of this Category LOWERHIGHER More …
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WebApr 8, 2024 · Boston Trust Walden Corp's holdings in Apple were worth $326,880,000 as of its most recent filing with the SEC. MarketBeat Week in Review – 4/3 - 4/7; A number of other institutional investors have also made changes to their positions in AAPL. Robinson Value Management Ltd. acquired a new stake in shares of Apple during the 3rd quarter … WebKimberly D. Gluck, CFA - Boston Trust Walden Kimberly D. Gluck, CFA Managing Director Kim manages balanced and equity portfolios for institutional and private wealth clients. She is a member of the Boston Trust Walden Board of Directors and serves as chair of the Community Reinvestment Committee. smart platinum plan sbi
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WebDec 31, 2024 · Boston Trust Walden Corp is based out of Boston. Their last reported 13F filing for Q4 2024 included $11,372,876,868 in managed 13F securities and a top 10 holdings concentration of 17.01%. Boston Trust Walden Corp's largest holding is Microsoft Corp. with shares held of 1,497,239. Whalewisdom has at least 46 13F filings, and 2 13G … WebFeb 28, 2024 · The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of small cap companies. For these purposes, the Adviser defines small cap issuers as those with market capitalizations within the range encompassed by the Russell 2000® Index at the time of purchase. WebBoston Trust Walden Company. Jul 2024 - Present2 years 8 months. Boston, Massachusetts, United States. • Multi-Asset Portfolio Manager … smart pillow zeeq