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Boston Trust Walden Corp executed significant portfolio rebalancing during the last quarter, reflecting a strategic reallocation of capital across major US equities. The firm notably increased its stake in Verisk Analytics by 441.5%, bringing the total position value to $9.88 million. Additionally, the company boosted its investment in MSCI Inc by 71.6% following robust Q1 earnings that exceeded market estimates. Conversely, the firm reduced its exposure to other holdings, slashing its stake in InterDigital by 35.3% to a remaining value of $44.32 million. These adjustments highlight an institutional focus on companies demonstrating margin expansion and active share buyback programs. Overall, the moves represent a standard institutional shift aimed at optimizing returns based on recent corporate performance and growth outlooks.
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