Citizens Financial Group
DCI icon

Citizens Financial Group’s Donaldson DCI Stock Holding History

Citizens Financial Group’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
Q3 		– Sell
-432
Closed -$20K – 409
2020
Q2 		$20K Hold
432
– – ﹤0.01% 622
2020
Q1 		$17K Hold
432
– – ﹤0.01% 631
2019
Q4 		$25K Buy
+432
New +$23.5K ﹤0.01% 572
2016
Q1 		– Sell
-16
Closed – – 698
2015
Q4 		$0 Buy
+16
New +$471 ﹤0.01% 762

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State Street
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Mairs & Power Inc
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Fidelity Investments
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Citizens Financial Group's DCI Position: Q3 2020 in Review

Citizens Financial Group sold out of Donaldson (DCI) in Q3 2020, closing a stake of 432 shares — an estimated $20K sold.

Citizens Financial Group first reported a position in DCI in Q4 2015 and held it in 4 quarters. The position peaked at $25K in Q4 2019. 364 funds tracked by Wall St. Rank hold DCI as of Q3 2020.

  • Citizens Financial Group reported no remaining Donaldson position as of Q3 2020 after selling out during the quarter.
  • Citizens Financial Group sold 432 Donaldson shares in Q3 2020, an estimated $20K.
  • Citizens Financial Group first reported a position in Donaldson in Q4 2015 and held it in 4 quarters.
  • Citizens Financial Group's Donaldson position peaked at $25K in Q4 2019.
  • 364 funds tracked by Wall St. Rank held Donaldson as of Q3 2020.

Based on Citizens Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.