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Investors Financial Group’s Donaldson DCI Stock Holding History

Investors Financial Group’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
Q1 		– Sell
-29,461
Closed -$1.75M – 44
2021
Q4 		$1.75M Buy
29,461
+1
+0% +$59 0.81% 25
2021
Q3 		$1.69M Sell
29,460
-243
-0.8% -$15.7K 0.89% 23
2021
Q2 		$1.89M Sell
29,703
-248
-0.8% -$15.3K 1.01% 19
2021
Q1 		$1.74M Buy
29,951
+321
+1% +$19.2K 1.02% 20
2020
Q4 		$1.66M Sell
29,630
-1,365
-4% -$72K 1.09% 19
2020
Q3 		$1.44M Sell
30,995
-1,080
-3% -$52.5K 1.08% 21
2020
Q2 		$1.49M Sell
32,075
-1,209
-4% -$53.5K 1.23% 19
2020
Q1 		$1.29M Sell
33,284
-550
-2% -$26.9K 1.3% 19
2019
Q4 		$1.95M Buy
+33,834
New +$1.84M 1.59% 14

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
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 $12.2B AUM 12.45% 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 Financial Group's DCI Position: Q1 2022 in Review

Investors Financial Group sold out of Donaldson (DCI) in Q1 2022, closing a stake of 29,461 shares — an estimated $1.75M sold.

Investors Financial Group first reported a position in DCI in Q4 2019 and held it in 9 quarters. The position peaked at $1.95M in Q4 2019. 402 funds tracked by Wall St. Rank hold DCI as of Q1 2022.

  • Investors Financial Group reported no remaining Donaldson position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 29,461 Donaldson shares in Q1 2022, an estimated $1.75M.
  • Investors Financial Group first reported a position in Donaldson in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's Donaldson position peaked at $1.95M in Q4 2019.
  • 402 funds tracked by Wall St. Rank held Donaldson as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.