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Independence Bank of Kentucky’s Donaldson DCI Stock Holding History

Independence Bank of Kentucky’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
2022
Q4 		– Sell
-240
Closed -$12K – 440
2022
Q3 		$12K Buy
+240
New +$12.5K 0.01% 328

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Allspring Global Investments
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MPI
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Franklin Resources
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BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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Independence Bank of Kentucky's DCI Position: Q4 2022 in Review

Independence Bank of Kentucky sold out of Donaldson (DCI) in Q4 2022, closing a stake of 240 shares — an estimated $12K sold.

Independence Bank of Kentucky first reported a position in DCI in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 418 funds tracked by Wall St. Rank hold DCI as of Q4 2022.

  • Independence Bank of Kentucky reported no remaining Donaldson position as of Q4 2022 after selling out during the quarter.
  • Independence Bank of Kentucky sold 240 Donaldson shares in Q4 2022, an estimated $12K.
  • Independence Bank of Kentucky first reported a position in Donaldson in Q3 2022 and held it in 1 quarter.
  • Independence Bank of Kentucky's Donaldson position peaked at $12K in Q3 2022.
  • 418 funds tracked by Wall St. Rank held Donaldson as of Q4 2022.

Based on Independence Bank of Kentucky's 13F filing for Q4 2022, filed 9 Jan 2023.