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BOK Financial Private Wealth’s Donaldson DCI Stock Holding History

BOK Financial Private Wealth’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
2023
Q2 		– Sell
-1,740
Closed -$114K – 381
2023
Q1 		$114K Hold
1,740
– – 0.01% 189
2022
Q4 		$102K Hold
1,740
– – 0.01% 192
2022
Q3 		$85K Hold
1,740
– – 0.01% 210
2022
Q2 		$84K Buy
+1,740
New +$87.6K 0.01% 215
2020
Q1 		– Sell
-3,742
Closed -$216K – 190
2019
Q4 		$216K Buy
+3,742
New +$204K 0.02% 176

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOK Financial Private Wealth's DCI Position: Q2 2023 in Review

BOK Financial Private Wealth sold out of Donaldson (DCI) in Q2 2023, closing a stake of 1,740 shares — an estimated $114K sold.

BOK Financial Private Wealth first reported a position in DCI in Q4 2019 and held it in 5 quarters. The position peaked at $216K in Q4 2019. 456 funds tracked by Wall St. Rank hold DCI as of Q2 2023.

  • BOK Financial Private Wealth reported no remaining Donaldson position as of Q2 2023 after selling out during the quarter.
  • BOK Financial Private Wealth sold 1,740 Donaldson shares in Q2 2023, an estimated $114K.
  • BOK Financial Private Wealth first reported a position in Donaldson in Q4 2019 and held it in 5 quarters.
  • BOK Financial Private Wealth's Donaldson position peaked at $216K in Q4 2019.
  • 456 funds tracked by Wall St. Rank held Donaldson as of Q2 2023.

Based on BOK Financial Private Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.