BTW
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Boston Trust Walden’s Bank of Marin Bancorp BMRC Stock Holding History

Boston Trust Walden’s Portfolio BMRC Stock Details BMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-115,495
Closed -$4.52M – 387
2021
Q1 		$4.52M Sell
115,495
-787
-0.7% -$30.3K 0.04% 237
2020
Q4 		$3.99M Sell
116,282
-1,716
-1% -$58.5K 0.04% 241
2020
Q3 		$3.42M Buy
117,998
+5,328
+5% +$168K 0.04% 251
2020
Q2 		$3.76M Buy
112,670
+9,475
+9% +$300K 0.05% 245
2020
Q1 		$3.1M Buy
103,195
+2,879
+3% +$113K 0.05% 242
2019
Q4 		$4.52M Buy
100,316
+2,438
+2% +$108K 0.05% 240
2019
Q3 		$4.06M Buy
97,878
+1,741
+2% +$73.2K 0.05% 247
2019
Q2 		$3.94M Buy
+96,137
New +$4.04M 0.05% 248

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Geode Capital Management
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CIM
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KCM
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