KHC
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Koesten Hirschmann & Crabtree’s Donaldson DCI Stock Holding History

Koesten Hirschmann & Crabtree’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
2023
Q2 		– Sell
-14
Closed -$915 – 187
2023
Q1 		$915 Buy
+14
New +$880 ﹤0.01% 192

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
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
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koesten Hirschmann & Crabtree's DCI Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of Donaldson (DCI) in Q2 2023, closing a stake of 14 shares — an estimated $915 sold.

Koesten Hirschmann & Crabtree first reported a position in DCI in Q1 2023 and held it in 1 quarter. The position peaked at $915 in Q1 2023. 456 funds tracked by Wall St. Rank hold DCI as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining Donaldson position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 14 Donaldson shares in Q2 2023, an estimated $915.
  • Koesten Hirschmann & Crabtree first reported a position in Donaldson in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Donaldson position peaked at $915 in Q1 2023.
  • 456 funds tracked by Wall St. Rank held Donaldson as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.