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Kore Private Wealth’s Donaldson DCI Stock Holding History

Kore Private Wealth’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
2020
Q2 		– Sell
-16
Closed -$1K – 1175
2020
Q1 		$1K Sell
16
-1,231
-99% -$60.2K ﹤0.01% 974
2019
Q4 		$72K Buy
+1,247
New +$67.9K 0.01% 421
2019
Q1 		– Sell
-52
Closed -$2K – 912
2018
Q4 		$2K Buy
+52
New +$2.69K ﹤0.01% 799

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Kore Private Wealth's DCI Position: Q2 2020 in Review

Kore Private Wealth sold out of Donaldson (DCI) in Q2 2020, closing a stake of 16 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in DCI in Q4 2018 and held it in 3 quarters. The position peaked at $72K in Q4 2019. 356 funds tracked by Wall St. Rank hold DCI as of Q2 2020.

  • Kore Private Wealth reported no remaining Donaldson position as of Q2 2020 after selling out during the quarter.
  • Kore Private Wealth sold 16 Donaldson shares in Q2 2020, an estimated $1K.
  • Kore Private Wealth first reported a position in Donaldson in Q4 2018 and held it in 3 quarters.
  • Kore Private Wealth's Donaldson position peaked at $72K in Q4 2019.
  • 356 funds tracked by Wall St. Rank held Donaldson as of Q2 2020.

Based on Kore Private Wealth's 13F filing for Q2 2020, filed 14 Aug 2020.