Bank Julius Baer & Co
DCI icon

Bank Julius Baer & Co’s Donaldson DCI Stock Holding History

Bank Julius Baer & Co’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
2020
Q4 		– Sell
-135
Closed -$6K – 816
2020
Q3 		$6K Hold
135
– – ﹤0.01% 696
2020
Q2 		$6K Buy
+135
New +$5.97K ﹤0.01% 632

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Bank Julius Baer & Co's DCI Position: Q4 2020 in Review

Bank Julius Baer & Co sold out of Donaldson (DCI) in Q4 2020, closing a stake of 135 shares — an estimated $6K sold.

Bank Julius Baer & Co first reported a position in DCI in Q2 2020 and held it in 2 quarters. The position peaked at $6K in Q3 2020. 394 funds tracked by Wall St. Rank hold DCI as of Q4 2020.

  • Bank Julius Baer & Co reported no remaining Donaldson position as of Q4 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 135 Donaldson shares in Q4 2020, an estimated $6K.
  • Bank Julius Baer & Co first reported a position in Donaldson in Q2 2020 and held it in 2 quarters.
  • Bank Julius Baer & Co's Donaldson position peaked at $6K in Q3 2020.
  • 394 funds tracked by Wall St. Rank held Donaldson as of Q4 2020.

Based on Bank Julius Baer & Co's 13F filing for Q4 2020, filed 12 Feb 2021.