IPW
DCI icon

Impact Partnership Wealth’s Donaldson DCI Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-1,410
Closed -$105K – 318
2024
Q1 		$105K Sell
1,410
-27
-2% -$1.84K 0.04% 252
2023
Q4 		$93.9K Sell
1,437
-551
-28% -$33.6K 0.03% 261
2023
Q3 		$119K Buy
+1,988
New +$123K 0.04% 286

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Impact Partnership Wealth's DCI Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Donaldson (DCI) in Q2 2024, closing a stake of 1,410 shares — an estimated $105K sold.

Impact Partnership Wealth first reported a position in DCI in Q3 2023 and held it in 3 quarters. The position peaked at $119K in Q3 2023. 517 funds tracked by Wall St. Rank hold DCI as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Donaldson position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,410 Donaldson shares in Q2 2024, an estimated $105K.
  • Impact Partnership Wealth first reported a position in Donaldson in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Donaldson position peaked at $119K in Q3 2023.
  • 517 funds tracked by Wall St. Rank held Donaldson as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.