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Gilliland Jeter Wealth Management’s Donaldson DCI Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-20
Closed -$1.47K – 278
2024
Q3 		$1.47K Hold
20
– – ﹤0.01% 616
2024
Q2 		$1.43K Hold
20
– – ﹤0.01% 619
2024
Q1 		$1.49K Buy
+20
New +$1.36K ﹤0.01% 578

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Gilliland Jeter Wealth Management's DCI Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Donaldson (DCI) in Q4 2024, closing a stake of 20 shares — an estimated $1.47K sold.

Gilliland Jeter Wealth Management first reported a position in DCI in Q1 2024 and held it in 3 quarters. The position peaked at $1.49K in Q1 2024. 528 funds tracked by Wall St. Rank hold DCI as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Donaldson position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 20 Donaldson shares in Q4 2024, an estimated $1.47K.
  • Gilliland Jeter Wealth Management first reported a position in Donaldson in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Donaldson position peaked at $1.49K in Q1 2024.
  • 528 funds tracked by Wall St. Rank held Donaldson as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.