Ibex Investors’s Donaldson DCI Stock Holding History

Ibex Investors’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
2018 Q4	–	Sell	-3,456	Closed	-$201K	–	180
2018 Q3	$201K	Buy	+3,456	New	+$174K	0.11%	176

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ibex Investors's DCI Position: Q4 2018 in Review

Ibex Investors sold out of Donaldson (DCI) in Q4 2018, closing a stake of 3,456 shares — an estimated $201K sold.

Ibex Investors first reported a position in DCI in Q3 2018 and held it in 1 quarter. The position peaked at $201K in Q3 2018. 371 funds tracked by Wall St. Rank hold DCI as of Q4 2018.

Ibex Investors reported no remaining Donaldson position as of Q4 2018 after selling out during the quarter.
Ibex Investors sold 3,456 Donaldson shares in Q4 2018, an estimated $201K.
Ibex Investors first reported a position in Donaldson in Q3 2018 and held it in 1 quarter.
Ibex Investors's Donaldson position peaked at $201K in Q3 2018.
371 funds tracked by Wall St. Rank held Donaldson as of Q4 2018.

Based on Ibex Investors's 13F filing for Q4 2018, filed 13 Feb 2019.