EW
DCI icon

Evoke Wealth’s Donaldson DCI Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-2,005
Closed -$98K – 557
2022
Q3 		$98K Hold
2,005
– – ﹤0.01% 417
2022
Q2 		$97K Hold
2,005
– – ﹤0.01% 419
2022
Q1 		$104K Hold
2,005
– – ﹤0.01% 428
2021
Q4 		$119K Buy
2,005
+1
+0% +$59 ﹤0.01% 422
2021
Q3 		$115K Sell
2,004
-1
-0% -$64 ﹤0.01% 407
2021
Q2 		$127K Hold
2,005
– – ﹤0.01% 407
2021
Q1 		$117K Buy
2,005
+1
+0% +$60 0.01% 359
2020
Q4 		$112K Hold
2,004
– – 0.01% 290
2020
Q3 		$93K Hold
2,004
– – 0.01% 291
2020
Q2 		$93K Sell
2,004
-1
-0% -$44 0.01% 282
2020
Q1 		$77.4K Sell
2,005
-194
-9% -$9.49K 0.01% 296
2019
Q4 		$127K Buy
2,199
+1
+0% +$54 0.02% 293
2019
Q3 		$115K Buy
+2,198
New +$109K 0.01% 347

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