FourThought Financial’s Donaldson DCI Stock Holding History

FourThought Financial’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 Q3	$24K	Buy	488 +158	+48%	+$8.25K	﹤0.01%	818
2022 Q2	$16K	Buy	330 +24	+8%	+$1.21K	﹤0.01%	911
2022 Q1	$16K	Sell	306 -13	-4%	-$708	﹤0.01%	949
2021 Q4	$19K	Sell	319 -136	-30%	-$8.05K	﹤0.01%	935
2021 Q3	$26K	Hold	455	–	–	﹤0.01%	882
2021 Q2	$28K	Hold	455	–	–	﹤0.01%	861
2021 Q1	$26K	Sell	455 -20	-4%	-$1.2K	﹤0.01%	841
2020 Q4	$26K	Buy	+475	New	+$25.1K	﹤0.01%	818

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FourThought Financial's DCI Position: Q3 2022 in Review

FourThought Financial increased its Donaldson (DCI) stake by 48% in Q3 2022, buying an estimated $8.25K and bringing the position to 488 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

FourThought Financial first reported a position in DCI in Q4 2020 and has held it in 8 quarters since. The position peaked at $28K in Q2 2021. 388 funds tracked by Wall St. Rank hold DCI as of Q3 2022.

FourThought Financial held 488 shares of Donaldson worth $24K as of Q3 2022.
FourThought Financial bought 158 Donaldson shares in Q3 2022, an estimated $8.25K.
Donaldson made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #818 holding.
FourThought Financial first reported a position in Donaldson in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Donaldson position peaked at $28K in Q2 2021.
388 funds tracked by Wall St. Rank held Donaldson as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.