Boston TR Walden SM CapBOSOX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$18.02avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Boston TR Walden SM Cap (BOSOX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Fulton Bank, N.A. ($842K).
- Company
- Boston TR Walden SM Cap
- CUSIP
- 101156602
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 3,540 shares sold, net −3,540 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Fulton Bank, N.A. | 0.03% | Reduce -7.0% | 46,718 | $842K |
"% 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.