CCA
DCI icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 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