Clean Yield Group’s Donaldson DCI Stock Holding History

Clean Yield 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
2019 Q2	–	Sell	-1,200	Closed	-$61K	–	341
2019 Q1	$60K	Hold	1,200	–	–	0.02%	178
2018 Q4	$52K	Buy	+1,200	New	+$62K	0.02%	184
2017 Q2	–	Sell	-2,400	Closed	-$109K	–	170
2017 Q1	$109K	Buy	+2,400	New	+$104K	0.05%	148
2016 Q4	–	Sell	-2,400	Closed	-$90K	–	168
2016 Q3	$90K	Hold	2,400	–	–	0.04%	153
2016 Q2	$82K	Hold	2,400	–	–	0.04%	159
2016 Q1	$77K	Buy	+2,400	New	+$70.5K	0.03%	156
2015 Q2	–	Sell	-2,400	Closed	-$91K	–	158
2015 Q1	$91K	Buy	+2,400	New	+$89.9K	0.04%	152

Other funds holding DCI

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Clean Yield Group's DCI Position: Q2 2019 in Review

Clean Yield Group sold out of Donaldson (DCI) in Q2 2019, closing a stake of 1,200 shares — an estimated $61K sold.

Clean Yield Group first reported a position in DCI in Q1 2015 and held it in 7 quarters. The position peaked at $109K in Q1 2017. 340 funds tracked by Wall St. Rank hold DCI as of Q2 2019.

Clean Yield Group reported no remaining Donaldson position as of Q2 2019 after selling out during the quarter.
Clean Yield Group sold 1,200 Donaldson shares in Q2 2019, an estimated $61K.
Clean Yield Group first reported a position in Donaldson in Q1 2015 and held it in 7 quarters.
Clean Yield Group's Donaldson position peaked at $109K in Q1 2017.
340 funds tracked by Wall St. Rank held Donaldson as of Q2 2019.

Based on Clean Yield Group's 13F filing for Q2 2019, filed 22 Jul 2019.