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M&R Capital Management’s Donaldson DCI Stock Holding History

M&R 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
2024
Q1 		– Sell
-33
Closed -$2.16K – 571
2023
Q4 		$2.16K Hold
33
– – ﹤0.01% 548
2023
Q3 		$1.97K Hold
33
– – ﹤0.01% 538
2023
Q2 		$2.06K Hold
33
– – ﹤0.01% 536
2023
Q1 		$2.16K Hold
33
– – ﹤0.01% 509
2022
Q4 		$1.94K Buy
+33
New +$1.89K ﹤0.01% 481

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

M&R Capital Management's DCI Position: Q1 2024 in Review

M&R Capital Management sold out of Donaldson (DCI) in Q1 2024, closing a stake of 33 shares — an estimated $2.16K sold.

M&R Capital Management first reported a position in DCI in Q4 2022 and held it in 5 quarters. The position peaked at $2.16K in Q4 2023. 503 funds tracked by Wall St. Rank hold DCI as of Q1 2024.

  • M&R Capital Management reported no remaining Donaldson position as of Q1 2024 after selling out during the quarter.
  • M&R Capital Management sold 33 Donaldson shares in Q1 2024, an estimated $2.16K.
  • M&R Capital Management first reported a position in Donaldson in Q4 2022 and held it in 5 quarters.
  • M&R Capital Management's Donaldson position peaked at $2.16K in Q4 2023.
  • 503 funds tracked by Wall St. Rank held Donaldson as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.