KPCM
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Kings Point Capital Management’s Donaldson DCI Stock Holding History

Kings Point Capital Management’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 		$16K Hold
316
– – ﹤0.01% 513
2021
Q4 		$19K Hold
316
– – ﹤0.01% 547
2021
Q3 		$18K Buy
+316
New +$20.4K ﹤0.01% 500

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 $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

Kings Point Capital Management's DCI Position: Q1 2022 in Review

Kings Point Capital Management held its Donaldson (DCI) position steady in Q1 2022 at 316 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Kings Point Capital Management first reported a position in DCI in Q3 2021 and has held it in 3 quarters since. The position peaked at $19K in Q4 2021. 403 funds tracked by Wall St. Rank hold DCI as of Q1 2022.

  • Kings Point Capital Management held 316 shares of Donaldson worth $16K as of Q1 2022.
  • Kings Point Capital Management left its Donaldson share count unchanged in Q1 2022.
  • Donaldson made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #513 holding.
  • Kings Point Capital Management first reported a position in Donaldson in Q3 2021 and has held it in 3 quarters since.
  • Kings Point Capital Management's Donaldson position peaked at $19K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held Donaldson as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.