MFG
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Magnus Financial Group’s Donaldson DCI Stock Holding History

Magnus Financial Group’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
-4,669
Closed -$269K – 583
2019
Q4 		$269K Hold
4,669
– – 0.04% 350
2019
Q3 		$243K Buy
4,669
+103
+2% +$5.1K 0.05% 361
2019
Q2 		$232K Hold
4,566
– – 0.04% 375
2019
Q1 		$229K Buy
+4,566
New +$220K 0.05% 365

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

Magnus Financial Group's DCI Position: Q1 2020 in Review

Magnus Financial Group sold out of Donaldson (DCI) in Q1 2020, closing a stake of 4,669 shares — an estimated $269K sold.

Magnus Financial Group first reported a position in DCI in Q1 2019 and held it in 4 quarters. The position peaked at $269K in Q4 2019. 333 funds tracked by Wall St. Rank hold DCI as of Q1 2020.

  • Magnus Financial Group reported no remaining Donaldson position as of Q1 2020 after selling out during the quarter.
  • Magnus Financial Group sold 4,669 Donaldson shares in Q1 2020, an estimated $269K.
  • Magnus Financial Group first reported a position in Donaldson in Q1 2019 and held it in 4 quarters.
  • Magnus Financial Group's Donaldson position peaked at $269K in Q4 2019.
  • 333 funds tracked by Wall St. Rank held Donaldson as of Q1 2020.

Based on Magnus Financial Group's 13F filing for Q1 2020, filed 11 May 2020.