BTW
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Boston Trust Walden’s Cigna CI Stock Holding History

Boston Trust Walden’s Portfolio CI Stock Details CI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-667
Closed -$220K – 398
2025
Q2 		$220K Sell
667
-40
-6% -$12.9K ﹤0.01% 365
2025
Q1 		$233K Buy
+707
New +$213K ﹤0.01% 365
2024
Q4 		– Sell
-707
Closed -$245K – 382
2024
Q3 		$245K Hold
707
– – ﹤0.01% 360
2024
Q2 		$234K Hold
707
– – ﹤0.01% 361
2024
Q1 		$257K Hold
707
– – ﹤0.01% 353
2023
Q4 		$212K Buy
+707
New +$207K ﹤0.01% 366
2023
Q1 		– Sell
-735
Closed -$244K – 367
2022
Q4 		$244K Hold
735
– – ﹤0.01% 351
2022
Q3 		$204K Buy
+735
New +$207K ﹤0.01% 351

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return