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Boston Trust Walden’s Tootsie Roll Industries TR Stock Holding History

Boston Trust Walden’s Portfolio TR Stock Details TR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-448,583
Closed -$11.6M – 379
2020
Q3 		$11.6M Buy
448,583
+18,018
+4% +$481K 0.14% 184
2020
Q2 		$12.4M Buy
430,565
+36,466
+9% +$1.08M 0.17% 180
2020
Q1 		$11.9M Buy
394,099
+50,044
+15% +$1.41M 0.19% 160
2019
Q4 		$9.55M Sell
344,055
-208,562
-38% -$5.89M 0.11% 207
2019
Q3 		$16.7M Buy
552,617
+19,659
+4% +$593K 0.21% 150
2019
Q2 		$16M Sell
532,958
-5,382
-1% -$169K 0.21% 141
2019
Q1 		$16.3M Buy
538,340
+7,538
+1% +$212K 0.22% 135
2018
Q4 		$14M Sell
530,802
-12,946
-2% -$330K 0.22% 128
2018
Q3 		$12.6M Sell
543,748
-11,645
-2% -$272K 0.17% 160
2018
Q2 		$13.5M Buy
555,393
+6,284
+1% +$145K 0.2% 146
2018
Q1 		$12.8M Sell
549,109
-25,954
-5% -$674K 0.19% 147
2017
Q4 		$16M Buy
575,063
+6,726
+1% +$188K 0.24% 131
2017
Q3 		$16.6M Buy
568,337
+484,225
+576% +$13.7M 0.26% 124
2017
Q2 		$2.25M Sell
84,112
-6,504
-7% -$181K 0.04% 266
2017
Q1 		$2.59M Buy
90,616
+4,849
+6% +$139K 0.04% 252
2016
Q4 		$2.54M Buy
85,767
+221
+0.3% +$6.16K 0.04% 248
2016
Q3 		$2.35M Sell
85,546
-1,641
-2% -$45.8K 0.04% 256
2016
Q2 		$2.5M Buy
87,187
+1,485
+2% +$39.6K 0.04% 251
2016
Q1 		$2.23M Buy
85,702
+48,639
+131% +$1.15M 0.04% 259
2015
Q4 		$846K Buy
+37,063
New +$852K 0.02% 293

Other funds holding TR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Boston Trust Walden's TR Position: Q4 2020 in Review

Boston Trust Walden sold out of Tootsie Roll Industries (TR) in Q4 2020, closing a stake of 448,583 shares — an estimated $11.6M sold.

Boston Trust Walden first reported a position in TR in Q4 2015 and held it in 20 quarters. The position peaked at $16.7M in Q3 2019. 181 funds tracked by Wall St. Rank hold TR as of Q4 2020.

  • Boston Trust Walden reported no remaining Tootsie Roll Industries position as of Q4 2020 after selling out during the quarter.
  • Boston Trust Walden sold 448,583 Tootsie Roll Industries shares in Q4 2020, an estimated $11.6M.
  • Boston Trust Walden first reported a position in Tootsie Roll Industries in Q4 2015 and held it in 20 quarters.
  • Boston Trust Walden's Tootsie Roll Industries position peaked at $16.7M in Q3 2019.
  • 181 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2020.

Based on Boston Trust Walden's 13F filing for Q4 2020, filed 15 Jan 2021.