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Garrett Wealth Advisory Group’s Donaldson DCI Stock Holding History

Garrett Wealth Advisory Group’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
-51
Closed -$2.66K – 186
2019
Q3 		$2.66K Buy
+51
New +$2.52K ﹤0.01% 483

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

Garrett Wealth Advisory Group's DCI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Donaldson (DCI) in Q4 2019, closing a stake of 51 shares — an estimated $2.66K sold.

Garrett Wealth Advisory Group first reported a position in DCI in Q3 2019 and held it in 1 quarter. The position peaked at $2.66K in Q3 2019. 345 funds tracked by Wall St. Rank hold DCI as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Donaldson position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 51 Donaldson shares in Q4 2019, an estimated $2.66K.
  • Garrett Wealth Advisory Group first reported a position in Donaldson in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Donaldson position peaked at $2.66K in Q3 2019.
  • 345 funds tracked by Wall St. Rank held Donaldson as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.