Boston Trust Walden’s S&P Global SPGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.8M	Buy	3,415 +263	+8%	+$139K	0.01%	255
2025 Q1	$1.6M	Sell	3,152 -7	-0.2%	-$3.56K	0.01%	261
2024 Q4	$1.57M	Sell	3,159 -430	-12%	-$214K	0.01%	262
2024 Q3	$1.85M	Buy	3,589 +41	+1%	+$21.2K	0.01%	257
2024 Q2	$1.58M	Sell	3,548 -50	-1%	-$22.3K	0.01%	255
2024 Q1	$1.53M	Hold	3,598	–	–	0.01%	257
2023 Q4	$1.58M	Buy	3,598 +38	+1%	+$16.7K	0.01%	257
2023 Q3	$1.3M	Buy	3,560 +195	+6%	+$71.3K	0.01%	263
2023 Q2	$1.35M	Sell	3,365 -121	-3%	-$48.5K	0.01%	264
2023 Q1	$1.2M	Sell	3,486 -100	-3%	-$34.5K	0.01%	267
2022 Q4	$1.2M	Sell	3,586 -141	-4%	-$47.2K	0.01%	271
2022 Q3	$1.14M	Sell	3,727 -705	-16%	-$215K	0.01%	264
2022 Q2	$1.49M	Buy	4,432 +2	+0%	+$674	0.01%	261
2022 Q1	$1.82M	Sell	4,430 -736	-14%	-$302K	0.02%	261
2021 Q4	$2.44M	Sell	5,166 -25	-0.5%	-$11.8K	0.02%	258
2021 Q3	$2.21M	Sell	5,191 -80	-2%	-$34K	0.02%	251
2021 Q2	$2.16M	Buy	5,271 +245	+5%	+$101K	0.02%	259
2021 Q1	$1.77M	Hold	5,026	–	–	0.02%	263
2020 Q4	$1.65M	Sell	5,026 -225	-4%	-$74K	0.02%	266
2020 Q3	$1.89M	Sell	5,251 -39	-0.7%	-$14.1K	0.02%	267
2020 Q2	$1.74M	Buy	5,290 +470	+10%	+$155K	0.02%	268
2020 Q1	$1.18M	Sell	4,820 -681	-12%	-$167K	0.02%	271
2019 Q4	$1.5M	Buy	5,501 +687	+14%	+$188K	0.02%	280
2019 Q3	$1.18M	Sell	4,814 -245	-5%	-$60K	0.01%	283
2019 Q2	$1.15M	Hold	5,059	–	–	0.02%	292
2019 Q1	$1.07M	Sell	5,059 -36	-0.7%	-$7.58K	0.01%	298
2018 Q4	$866K	Sell	5,095 -95	-2%	-$16.1K	0.01%	302
2018 Q3	$1.01M	Hold	5,190	–	–	0.01%	303
2018 Q2	$1.06M	Hold	5,190	–	–	0.02%	302
2018 Q1	$992K	Sell	5,190 -198	-4%	-$37.8K	0.02%	305
2017 Q4	$913K	Sell	5,388 -130	-2%	-$22K	0.01%	308
2017 Q3	$863K	Buy	5,518 +925	+20%	+$145K	0.01%	311
2017 Q2	$671K	Buy	+4,593	New	+$671K	0.01%	317