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Harel Insurance Investments & Financial Services’s Donaldson DCI Stock Holding History

Harel Insurance Investments & Financial Services’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
2023
Q4 		– Sell
-18,250
Closed -$1.09M – 620
2023
Q3 		$1.09M Buy
18,250
+2,000
+12% +$124K 0.02% 163
2023
Q2 		$1.01M Buy
16,250
+15,500
+2,067% +$970K 0.03% 153
2023
Q1 		$48K Buy
+750
New +$47.1K ﹤0.01% 489

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 $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's DCI Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Donaldson (DCI) in Q4 2023, closing a stake of 18,250 shares — an estimated $1.09M sold.

Harel Insurance Investments & Financial Services first reported a position in DCI in Q1 2023 and held it in 3 quarters. The position peaked at $1.09M in Q3 2023. 471 funds tracked by Wall St. Rank hold DCI as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Donaldson position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 18,250 Donaldson shares in Q4 2023, an estimated $1.09M.
  • Harel Insurance Investments & Financial Services first reported a position in Donaldson in Q1 2023 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Donaldson position peaked at $1.09M in Q3 2023.
  • 471 funds tracked by Wall St. Rank held Donaldson as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.