HGWM
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Harvest Group Wealth Management’s Donaldson DCI Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-42
Closed -$2K – 608
2019
Q4 		$2K Hold
42
– – ﹤0.01% 593
2019
Q3 		$2K Buy
+42
New +$2.08K ﹤0.01% 672

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Harvest Group Wealth Management's DCI Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Donaldson (DCI) in Q1 2020, closing a stake of 42 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in DCI in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 333 funds tracked by Wall St. Rank hold DCI as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Donaldson position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 42 Donaldson shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Donaldson in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Donaldson position peaked at $2K in Q4 2019.
  • 333 funds tracked by Wall St. Rank held Donaldson as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.