Alaethes Wealth’s Donaldson DCI Stock Holding History

Alaethes Wealth’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
2022 Q2	–	Sell	-89	Closed	-$5K	–	146
2022 Q1	$5K	Buy	+89	New	+$4.84K	﹤0.01%	257

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Alaethes Wealth's DCI Position: Q2 2022 in Review

Alaethes Wealth sold out of Donaldson (DCI) in Q2 2022, closing a stake of 89 shares — an estimated $5K sold.

Alaethes Wealth first reported a position in DCI in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 386 funds tracked by Wall St. Rank hold DCI as of Q2 2022.

Alaethes Wealth reported no remaining Donaldson position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 89 Donaldson shares in Q2 2022, an estimated $5K.
Alaethes Wealth first reported a position in Donaldson in Q1 2022 and held it in 1 quarter.
Alaethes Wealth's Donaldson position peaked at $5K in Q1 2022.
386 funds tracked by Wall St. Rank held Donaldson as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.