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LGT Financial Advisors’s Donaldson DCI Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-73
Closed -$4.92K – 409
2024
Q4 		$4.92K Hold
73
– – 0.01% 550
2024
Q3 		$5.38K Hold
73
– – 0.01% 516
2024
Q2 		$5.22K Hold
73
– – 0.01% 589
2024
Q1 		$5.45K Hold
73
– – 0.01% 609
2023
Q4 		$4.77K Sell
73
-10
-12% -$609 0.01% 638
2023
Q3 		$4.95K Buy
+83
New +$5.14K 0.01% 621

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LGT Financial Advisors's DCI Position: Q1 2025 in Review

LGT Financial Advisors sold out of Donaldson (DCI) in Q1 2025, closing a stake of 73 shares — an estimated $4.92K sold.

LGT Financial Advisors first reported a position in DCI in Q3 2023 and held it in 6 quarters. The position peaked at $5.45K in Q1 2024. 521 funds tracked by Wall St. Rank hold DCI as of Q1 2025.

  • LGT Financial Advisors reported no remaining Donaldson position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 73 Donaldson shares in Q1 2025, an estimated $4.92K.
  • LGT Financial Advisors first reported a position in Donaldson in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Donaldson position peaked at $5.45K in Q1 2024.
  • 521 funds tracked by Wall St. Rank held Donaldson as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.