BCA
DCI icon

Berman Capital Advisors’s Donaldson DCI Stock Holding History

Berman Capital 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
2021
Q3 		$4K Sell
78
-1
-1% -$64 ﹤0.01% 1475
2021
Q2 		$5K Hold
79
– – ﹤0.01% 1337
2021
Q1 		$4K Sell
79
-12
-13% -$718 ﹤0.01% 1322
2020
Q4 		$5K Hold
91
– – ﹤0.01% 1135
2020
Q3 		$4K Hold
91
– – ﹤0.01% 1092
2020
Q2 		$4K Buy
91
+42
+86% +$1.86K ﹤0.01% 1037
2020
Q1 		$1K Buy
+49
New +$2.4K ﹤0.01% 1271

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Berman Capital Advisors's DCI Position: Q3 2021 in Review

Berman Capital Advisors reduced its Donaldson (DCI) stake by 1.3% in Q3 2021, selling an estimated $64 and leaving 78 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Berman Capital Advisors first reported a position in DCI in Q1 2020 and has held it in 7 quarters since. The position peaked at $5K in Q2 2021. 406 funds tracked by Wall St. Rank hold DCI as of Q3 2021.

  • Berman Capital Advisors held 78 shares of Donaldson worth $4K as of Q3 2021.
  • Berman Capital Advisors sold 1 Donaldson share in Q3 2021, an estimated $64.
  • Donaldson made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1475 holding.
  • Berman Capital Advisors first reported a position in Donaldson in Q1 2020 and has held it in 7 quarters since.
  • Berman Capital Advisors's Donaldson position peaked at $5K in Q2 2021.
  • 406 funds tracked by Wall St. Rank held Donaldson as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.