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 $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baldwin Wealth Partners's DCI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Donaldson (DCI) in Q4 2024, closing a stake of 15 shares — an estimated $1.11K sold.

Baldwin Wealth Partners first reported a position in DCI in Q2 2016 and held it in 12 quarters. The position peaked at $29K in Q3 2018. 527 funds tracked by Wall St. Rank hold DCI as of Q4 2024.

Baldwin Wealth Partners reported no remaining Donaldson position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 15 Donaldson shares in Q4 2024, an estimated $1.11K.
Baldwin Wealth Partners first reported a position in Donaldson in Q2 2016 and held it in 12 quarters.
Baldwin Wealth Partners's Donaldson position peaked at $29K in Q3 2018.
527 funds tracked by Wall St. Rank held Donaldson as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.