Cassady Schiller Wealth Management’s Donaldson DCI Stock Holding History

Cassady Schiller Wealth Management’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	$876	Buy	+13	New	+$959	﹤0.01%	829

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Cassady Schiller Wealth Management's DCI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Donaldson (DCI) in Q4 2024: 13 shares worth $876. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings.

526 funds tracked by Wall St. Rank hold DCI as of Q4 2024.

Cassady Schiller Wealth Management held 13 shares of Donaldson worth $876 as of Q4 2024.
Donaldson was a new Cassady Schiller Wealth Management position in Q4 2024.
Donaldson made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #829 holding.
526 funds tracked by Wall St. Rank held Donaldson as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.