Boston TR Walden SM CapBOSOX

13F holders, Q1 2024 (March 31)
1holders
$17.78avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Boston TR Walden SM Cap (BOSOX) in their 13F filings. The largest holder was Fulton Bank, N.A. ($840K).

Company
Boston TR Walden SM Cap
CUSIP
101156602
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions0$0
Exits1$39K

Ownership 1 holders

Fulton Bank, N.A. 0.03% Reduce -0.3% 47,236 $840K

"% of holder's portfolio" is BOSOX's weight in each manager's 13F, not the share of Boston TR Walden SM Cap the manager owns.