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Abich Financial Wealth Management’s Donaldson DCI Stock Holding History

Abich Financial Wealth Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31
Closed -$2.22K – 486
2024
Q2 		$2.22K Sell
31
-4
-11% -$294 ﹤0.01% 467
2024
Q1 		$2.61K Buy
35
+5
+17% +$340 ﹤0.01% 357
2023
Q4 		$1.96K Buy
+30
New +$1.83K ﹤0.01% 329

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Abich Financial Wealth Management's DCI Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Donaldson (DCI) in Q3 2024, closing a stake of 31 shares — an estimated $2.22K sold.

Abich Financial Wealth Management first reported a position in DCI in Q4 2023 and held it in 3 quarters. The position peaked at $2.61K in Q1 2024. 536 funds tracked by Wall St. Rank hold DCI as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Donaldson position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 31 Donaldson shares in Q3 2024, an estimated $2.22K.
  • Abich Financial Wealth Management first reported a position in Donaldson in Q4 2023 and held it in 3 quarters.
  • Abich Financial Wealth Management's Donaldson position peaked at $2.61K in Q1 2024.
  • 536 funds tracked by Wall St. Rank held Donaldson as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.