Column Capital Advisors’s Donaldson DCI Stock Holding History

Column Capital Advisors’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
2022 Q1	–	Sell	-1,000	Closed	-$59K	–	736
2021 Q4	$59K	Buy	1,000 +272	+37%	+$16.1K	0.01%	272
2021 Q3	$42K	Sell	728 -56	-7%	-$3.61K	0.01%	296
2021 Q2	$50K	Buy	784 +13	+2%	+$803	0.01%	273
2021 Q1	$45K	Hold	771	–	–	0.01%	284
2020 Q4	$43K	Sell	771 -3	-0.4%	-$158	0.01%	294
2020 Q3	$36K	Hold	774	–	–	0.01%	291
2020 Q2	$36K	Hold	774	–	–	0.01%	294
2020 Q1	$30K	Hold	774	–	–	0.01%	265
2019 Q4	$44K	Buy	+774	New	+$42.1K	0.02%	258

Other funds holding DCI

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Column Capital Advisors's DCI Position: Q1 2022 in Review

Column Capital Advisors sold out of Donaldson (DCI) in Q1 2022, closing a stake of 1,000 shares — an estimated $59K sold.

Column Capital Advisors first reported a position in DCI in Q4 2019 and held it in 9 quarters. The position peaked at $59K in Q4 2021. 403 funds tracked by Wall St. Rank hold DCI as of Q1 2022.

Column Capital Advisors reported no remaining Donaldson position as of Q1 2022 after selling out during the quarter.
Column Capital Advisors sold 1,000 Donaldson shares in Q1 2022, an estimated $59K.
Column Capital Advisors first reported a position in Donaldson in Q4 2019 and held it in 9 quarters.
Column Capital Advisors's Donaldson position peaked at $59K in Q4 2021.
403 funds tracked by Wall St. Rank held Donaldson as of Q1 2022.

Based on Column Capital Advisors's 13F filing for Q1 2022, filed 3 May 2022.