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Financial Gravity Asset Management’s Donaldson DCI Stock Holding History

Financial Gravity Asset Management’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
2023
Q3 		– Sell
-63
Closed -$1.23K – 1374
2023
Q2 		$1.23K Buy
+63
New +$3.94K ﹤0.01% 755
2018
Q3 		$0 Buy
+6
New +$301 ﹤0.01% 1439

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's DCI Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Donaldson (DCI) in Q3 2023, closing a stake of 63 shares — an estimated $1.23K sold.

Financial Gravity Asset Management first reported a position in DCI in Q3 2018 and held it in 2 quarters. The position peaked at $1.23K in Q2 2023. 451 funds tracked by Wall St. Rank hold DCI as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Donaldson position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 63 Donaldson shares in Q3 2023, an estimated $1.23K.
  • Financial Gravity Asset Management first reported a position in Donaldson in Q3 2018 and held it in 2 quarters.
  • Financial Gravity Asset Management's Donaldson position peaked at $1.23K in Q2 2023.
  • 451 funds tracked by Wall St. Rank held Donaldson as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.