MWM
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Madison Wealth Management’s Donaldson DCI Stock Holding History

Madison Wealth 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
2020
Q1 		– Sell
-3,680
Closed -$212K – 119
2019
Q4 		$212K Buy
+3,680
New +$200K 0.06% 143

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

Madison Wealth Management's DCI Position: Q1 2020 in Review

Madison Wealth Management sold out of Donaldson (DCI) in Q1 2020, closing a stake of 3,680 shares — an estimated $212K sold.

Madison Wealth Management first reported a position in DCI in Q4 2019 and held it in 1 quarter. The position peaked at $212K in Q4 2019. 333 funds tracked by Wall St. Rank hold DCI as of Q1 2020.

  • Madison Wealth Management reported no remaining Donaldson position as of Q1 2020 after selling out during the quarter.
  • Madison Wealth Management sold 3,680 Donaldson shares in Q1 2020, an estimated $212K.
  • Madison Wealth Management first reported a position in Donaldson in Q4 2019 and held it in 1 quarter.
  • Madison Wealth Management's Donaldson position peaked at $212K in Q4 2019.
  • 333 funds tracked by Wall St. Rank held Donaldson as of Q1 2020.

Based on Madison Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.