HPCM
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Hunter Perkins Capital Management’s Donaldson DCI Stock Holding History

Hunter Perkins Capital 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
Q4 		– Sell
-16,865
Closed -$783K – 175
2020
Q3 		$783K Buy
16,865
+6,205
+58% +$302K 0.2% 48
2020
Q2 		$496K Buy
+10,660
New +$471K 0.14% 46

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Hunter Perkins Capital Management's DCI Position: Q4 2020 in Review

Hunter Perkins Capital Management sold out of Donaldson (DCI) in Q4 2020, closing a stake of 16,865 shares — an estimated $783K sold.

Hunter Perkins Capital Management first reported a position in DCI in Q2 2020 and held it in 2 quarters. The position peaked at $783K in Q3 2020. 394 funds tracked by Wall St. Rank hold DCI as of Q4 2020.

  • Hunter Perkins Capital Management reported no remaining Donaldson position as of Q4 2020 after selling out during the quarter.
  • Hunter Perkins Capital Management sold 16,865 Donaldson shares in Q4 2020, an estimated $783K.
  • Hunter Perkins Capital Management first reported a position in Donaldson in Q2 2020 and held it in 2 quarters.
  • Hunter Perkins Capital Management's Donaldson position peaked at $783K in Q3 2020.
  • 394 funds tracked by Wall St. Rank held Donaldson as of Q4 2020.

Based on Hunter Perkins Capital Management's 13F filing for Q4 2020, filed 3 Feb 2021.