American Portfolios Advisors’s Donaldson DCI Stock Holding History

American Portfolios Advisors’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 Q3	$25.1K	Buy	512 +203	+66%	+$10.6K	﹤0.01%	2069
2022 Q2	$14.9K	Buy	309 +16	+5%	+$806	﹤0.01%	2378
2022 Q1	$15.2K	Buy	293 +18	+7%	+$980	﹤0.01%	2504
2021 Q4	$16.3K	Buy	275 +9	+3%	+$533	﹤0.01%	2409
2021 Q3	$15.3K	Buy	266 +20	+8%	+$1.29K	﹤0.01%	2394
2021 Q2	$15.7K	Sell	246 -37	-13%	-$2.29K	﹤0.01%	2317
2021 Q1	$16.5K	Buy	283 +29	+11%	+$1.73K	﹤0.01%	2163
2020 Q4	$14.2K	Buy	254 +148	+140%	+$7.81K	﹤0.01%	1968
2020 Q3	$4.93K	Hold	106	–	–	﹤0.01%	2295
2020 Q2	$4.92K	Buy	106 +1	+1%	+$44	﹤0.01%	2248
2020 Q1	$4.07K	Hold	105	–	–	﹤0.01%	2177
2019 Q4	$6.04K	Buy	105 +1	+1%	+$54	﹤0.01%	2207
2019 Q3	$5.44K	Hold	104	–	–	﹤0.01%	2170
2019 Q2	$5.29K	Hold	104	–	–	﹤0.01%	2161
2019 Q1	$5.18K	Buy	104 +1	+1%	+$48	﹤0.01%	2083
2018 Q4	$4.48K	Hold	103	–	–	﹤0.01%	1910
2018 Q3	$5.99K	Buy	103 +1	+1%	+$50	﹤0.01%	1940
2018 Q2	$4.62K	Hold	102	–	–	﹤0.01%	2016
2018 Q1	$4.59K	Hold	102	–	–	﹤0.01%	1908
2017 Q4	$4.97K	Buy	+102	New	+$4.86K	﹤0.01%	1840

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $13.1B AUM 24.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Portfolios Advisors's DCI Position: Q3 2022 in Review

American Portfolios Advisors increased its Donaldson (DCI) stake by 66% in Q3 2022, buying an estimated $10.6K and bringing the position to 512 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

American Portfolios Advisors first reported a position in DCI in Q4 2017 and has held it in 20 quarters since. 388 funds tracked by Wall St. Rank hold DCI as of Q3 2022.

American Portfolios Advisors held 512 shares of Donaldson worth $25.1K as of Q3 2022.
American Portfolios Advisors bought 203 Donaldson shares in Q3 2022, an estimated $10.6K.
Donaldson made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2069 holding.
American Portfolios Advisors first reported a position in Donaldson in Q4 2017 and has held it in 20 quarters since.
388 funds tracked by Wall St. Rank held Donaldson as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.