Boston Trust Walden’s SEI Investments SEIC Stock Holding History

Boston Trust Walden’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$81.6M	Sell	1,039,731 -45,059	-4%	-$3.71M	0.67%	41
2025 Q4	$89M	Sell	1,084,790 -20,619	-2%	-$1.69M	0.67%	37
2025 Q3	$93.8M	Sell	1,105,409 -264,265	-19%	-$23.5M	0.69%	35
2025 Q2	$123M	Buy	1,369,674 +44,195	+3%	+$3.56M	0.88%	21
2025 Q1	$103M	Buy	1,325,479 +19,150	+1%	+$1.54M	0.75%	35
2024 Q4	$108M	Buy	1,306,329 +20,020	+2%	+$1.57M	0.76%	32
2024 Q3	$89M	Sell	1,286,309 -10,033	-0.8%	-$670K	0.62%	42
2024 Q2	$83.9M	Sell	1,296,342 -3,738	-0.3%	-$251K	0.62%	48
2024 Q1	$93.5M	Sell	1,300,080 -14,885	-1%	-$989K	0.67%	48
2023 Q4	$83.6M	Buy	1,314,965 +24,621	+2%	+$1.44M	0.63%	48
2023 Q3	$77.7M	Sell	1,290,344 -808	-0.1%	-$49.7K	0.65%	46
2023 Q2	$77M	Buy	1,291,152 +34,549	+3%	+$2.01M	0.63%	49
2023 Q1	$72.3M	Sell	1,256,603 -9,310	-0.7%	-$558K	0.62%	51
2022 Q4	$73.8M	Buy	1,265,913 +80,817	+7%	+$4.55M	0.65%	51
2022 Q3	$58.1M	Buy	1,185,096 +13,662	+1%	+$746K	0.58%	54
2022 Q2	$63.3M	Buy	1,171,434 +32,104	+3%	+$1.81M	0.6%	51
2022 Q1	$68.6M	Buy	1,139,330 +143,693	+14%	+$8.55M	0.57%	53
2021 Q4	$60.7M	Buy	995,637 +106,556	+12%	+$6.6M	0.49%	64
2021 Q3	$52.7M	Buy	889,081 +34,817	+4%	+$2.12M	0.47%	72
2021 Q2	$52.9M	Buy	854,264 +132,922	+18%	+$8.28M	0.47%	64
2021 Q1	$44M	Buy	721,342 +114,297	+19%	+$6.7M	0.43%	75
2020 Q4	$34.9M	Buy	607,045 +168,130	+38%	+$9.18M	0.37%	91
2020 Q3	$22.3M	Sell	438,915 -2,227	-0.5%	-$118K	0.28%	123
2020 Q2	$24.3M	Buy	441,142 +37,603	+9%	+$1.97M	0.33%	96
2020 Q1	$18.7M	Sell	403,539 -1,237	-0.3%	-$73.6K	0.3%	107
2019 Q4	$26.5M	Buy	404,776 +9,672	+2%	+$601K	0.31%	97
2019 Q3	$23.4M	Buy	395,104 +28,283	+8%	+$1.64M	0.29%	102
2019 Q2	$20.6M	Buy	366,821 +35,283	+11%	+$1.9M	0.27%	112
2019 Q1	$17.3M	Buy	331,538 +64,857	+24%	+$3.25M	0.24%	124
2018 Q4	$12.3M	Buy	266,681 +85,631	+47%	+$4.51M	0.2%	151
2018 Q3	$11.1M	Buy	181,050 +4,252	+2%	+$264K	0.15%	178
2018 Q2	$11.1M	Buy	176,798 +10,857	+7%	+$722K	0.16%	178
2018 Q1	$12.4M	Sell	165,941 -7	-0%	-$521	0.19%	153
2017 Q4	$11.9M	Buy	165,948 +1,774	+1%	+$119K	0.17%	163
2017 Q3	$10M	Buy	164,174 +1,814	+1%	+$103K	0.16%	181
2017 Q2	$8.73M	Buy	162,360 +39,392	+32%	+$2.03M	0.14%	181
2017 Q1	$6.2M	Sell	122,968 -1,210	-1%	-$61.1K	0.1%	214
2016 Q4	$6.13M	Buy	124,178 +4,206	+4%	+$197K	0.1%	210
2016 Q3	$5.47M	Sell	119,972 -1,573	-1%	-$73.8K	0.09%	211
2016 Q2	$5.85M	Sell	121,545 -19,772	-14%	-$952K	0.1%	210
2016 Q1	$6.08M	Sell	141,317 -35,690	-20%	-$1.46M	0.11%	208
2015 Q4	$9.28M	Sell	177,007 -23,925	-12%	-$1.25M	0.17%	178
2015 Q3	$9.69M	Sell	200,932 -2,084	-1%	-$106K	0.16%	188
2015 Q2	$9.95M	Buy	203,016 +4,029	+2%	+$189K	0.15%	189
2015 Q1	$8.77M	Sell	198,987 -6,330	-3%	-$266K	0.13%	188
2014 Q4	$8.22M	Sell	205,317 -2,327	-1%	-$89.1K	0.12%	189
2014 Q3	$7.51M	Sell	207,644 -2,517	-1%	-$89.7K	0.12%	189
2014 Q2	$6.89M	Sell	210,161 -949	-0.4%	-$30.6K	0.1%	189
2014 Q1	$7.1M	Sell	211,110 -104	-0%	-$3.54K	0.11%	189
2013 Q4	$7.33M	Sell	211,214 -337	-0.2%	-$11.2K	0.11%	189
2013 Q3	$6.54M	Buy	211,551 +1,973	+0.9%	+$60.8K	0.1%	189
2013 Q2	$5.96M	Buy	+209,578	New	+$6.08M	0.1%	188