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Fort LP’s Donaldson DCI Stock Holding History

Fort LP’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
2019
Q4 		– Sell
-9,079
Closed -$473K – 457
2019
Q3 		$473K Buy
9,079
+90
+1% +$4.46K 0.09% 254
2019
Q2 		$457K Buy
8,989
+716
+9% +$36.4K 0.09% 248
2019
Q1 		$414K Sell
8,273
-233
-3% -$11.3K 0.08% 252
2018
Q4 		$369K Buy
+8,506
New +$440K 0.09% 236

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
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fort LP's DCI Position: Q4 2019 in Review

Fort LP sold out of Donaldson (DCI) in Q4 2019, closing a stake of 9,079 shares — an estimated $473K sold.

Fort LP first reported a position in DCI in Q4 2018 and held it in 4 quarters. The position peaked at $473K in Q3 2019. 345 funds tracked by Wall St. Rank hold DCI as of Q4 2019.

  • Fort LP reported no remaining Donaldson position as of Q4 2019 after selling out during the quarter.
  • Fort LP sold 9,079 Donaldson shares in Q4 2019, an estimated $473K.
  • Fort LP first reported a position in Donaldson in Q4 2018 and held it in 4 quarters.
  • Fort LP's Donaldson position peaked at $473K in Q3 2019.
  • 345 funds tracked by Wall St. Rank held Donaldson as of Q4 2019.

Based on Fort LP's 13F filing for Q4 2019, filed 13 Feb 2020.