Baldwin Wealth Partners’s Donaldson DCI Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-15	Closed	-$1.11K	–	425
2024 Q3	$1.11K	Buy	+15	New	+$1.08K	﹤0.01%	1003
2019 Q1	–	Sell	-500	Closed	-$22K	–	512
2018 Q4	$22K	Hold	500	–	–	﹤0.01%	375
2018 Q3	$29K	Hold	500	–	–	﹤0.01%	368
2018 Q2	$23K	Hold	500	–	–	﹤0.01%	385
2018 Q1	$23K	Hold	500	–	–	﹤0.01%	368
2017 Q4	$24K	Hold	500	–	–	﹤0.01%	352
2017 Q3	$23K	Hold	500	–	–	﹤0.01%	349
2017 Q2	$23K	Hold	500	–	–	﹤0.01%	362
2017 Q1	$23K	Hold	500	–	–	﹤0.01%	357
2016 Q4	$21K	Hold	500	–	–	﹤0.01%	361
2016 Q3	$19K	Hold	500	–	–	﹤0.01%	387
2016 Q2	$17K	Buy	+500	New	+$16.7K	﹤0.01%	352

Other funds holding DCI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

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

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

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