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Lee Ainslie’s Donaldson DCI Stock Holding History

Lee Ainslie’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
2021
Q4 		– Sell
-10,020
Closed -$575K – 398
2021
Q3 		$575K Buy
+10,020
New +$646K 0.01% 423
2021
Q2 		– Sell
-2,383
Closed -$139K – 710
2021
Q1 		$139K Buy
+2,383
New +$142K ﹤0.01% 539

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 $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $32.2B AUM 10.98% 1-Year Est. Return

Lee Ainslie's DCI Position: Q4 2021 in Review

Lee Ainslie sold out of Donaldson (DCI) in Q4 2021, closing a stake of 10,020 shares — an estimated $575K sold.

Lee Ainslie first reported a position in DCI in Q1 2021 and held it in 2 quarters. The position peaked at $575K in Q3 2021. 425 funds tracked by Wall St. Rank hold DCI as of Q4 2021.

  • Lee Ainslie reported no remaining Donaldson position as of Q4 2021 after selling out during the quarter.
  • Lee Ainslie sold 10,020 Donaldson shares in Q4 2021, an estimated $575K.
  • Lee Ainslie first reported a position in Donaldson in Q1 2021 and held it in 2 quarters.
  • Lee Ainslie's Donaldson position peaked at $575K in Q3 2021.
  • 425 funds tracked by Wall St. Rank held Donaldson as of Q4 2021.

Based on Maverick Capital's 13F filing for Q4 2021, filed 14 Feb 2022.