BSW
DCI icon

Buckingham Strategic Wealth’s Donaldson DCI Stock Holding History

Buckingham Strategic 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
2020
Q4 		– Sell
-5,392
Closed -$250K – 543
2020
Q3 		$250K Buy
+5,392
New +$262K 0.02% 414

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Buckingham Strategic Wealth's DCI Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of Donaldson (DCI) in Q4 2020, closing a stake of 5,392 shares — an estimated $250K sold.

Buckingham Strategic Wealth first reported a position in DCI in Q3 2020 and held it in 1 quarter. The position peaked at $250K in Q3 2020. 394 funds tracked by Wall St. Rank hold DCI as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining Donaldson position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 5,392 Donaldson shares in Q4 2020, an estimated $250K.
  • Buckingham Strategic Wealth first reported a position in Donaldson in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Donaldson position peaked at $250K in Q3 2020.
  • 394 funds tracked by Wall St. Rank held Donaldson as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.