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CSat Investment Advisory’s Donaldson DCI Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-428
Closed -$20K – 634
2020
Q3 		$20K Buy
428
+53
+14% +$2.58K ﹤0.01% 857
2020
Q2 		$17K Sell
375
-34
-8% -$1.5K ﹤0.01% 879
2020
Q1 		$16K Buy
409
+67
+20% +$3.28K ﹤0.01% 772
2019
Q4 		$20K Buy
342
+42
+14% +$2.29K 0.01% 784
2019
Q3 		$16K Buy
300
+50
+20% +$2.48K 0.01% 769
2019
Q2 		$13K Buy
+250
New +$12.7K ﹤0.01% 793

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CSat Investment Advisory's DCI Position: Q4 2020 in Review

CSat Investment Advisory sold out of Donaldson (DCI) in Q4 2020, closing a stake of 428 shares — an estimated $20K sold.

CSat Investment Advisory first reported a position in DCI in Q2 2019 and held it in 6 quarters. The position peaked at $20K in Q3 2020. 395 funds tracked by Wall St. Rank hold DCI as of Q4 2020.

  • CSat Investment Advisory reported no remaining Donaldson position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 428 Donaldson shares in Q4 2020, an estimated $20K.
  • CSat Investment Advisory first reported a position in Donaldson in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Donaldson position peaked at $20K in Q3 2020.
  • 395 funds tracked by Wall St. Rank held Donaldson as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.