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Investors Asset Management of Georgia’s Donaldson DCI Stock Holding History

Investors Asset Management of Georgia’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
-320
Closed -$16K – 264
2022
Q3 		$16K Hold
320
– – 0.01% 419
2022
Q2 		$15K Buy
+320
New +$16.1K 0.01% 366

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

Investors Asset Management of Georgia's DCI Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Donaldson (DCI) in Q4 2022, closing a stake of 320 shares — an estimated $16K sold.

Investors Asset Management of Georgia first reported a position in DCI in Q2 2022 and held it in 2 quarters. The position peaked at $16K in Q3 2022. 418 funds tracked by Wall St. Rank hold DCI as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Donaldson position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 320 Donaldson shares in Q4 2022, an estimated $16K.
  • Investors Asset Management of Georgia first reported a position in Donaldson in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Donaldson position peaked at $16K in Q3 2022.
  • 418 funds tracked by Wall St. Rank held Donaldson as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.