Freestone Capital Holdings
DCI icon

Freestone Capital Holdings’s Donaldson DCI Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-31
Closed -$1.73K – 554
2020
Q4 		$1.73K Hold
31
– – ﹤0.01% 1167
2020
Q3 		$1.44K Buy
+31
New +$1.51K ﹤0.01% 1072

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Freestone Capital Holdings's DCI Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Donaldson (DCI) in Q1 2021, closing a stake of 31 shares — an estimated $1.73K sold.

Freestone Capital Holdings first reported a position in DCI in Q3 2020 and held it in 2 quarters. The position peaked at $1.73K in Q4 2020. 408 funds tracked by Wall St. Rank hold DCI as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Donaldson position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 31 Donaldson shares in Q1 2021, an estimated $1.73K.
  • Freestone Capital Holdings first reported a position in Donaldson in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Donaldson position peaked at $1.73K in Q4 2020.
  • 408 funds tracked by Wall St. Rank held Donaldson as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.