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Marco Investment Management’s Donaldson DCI Stock Holding History

Marco Investment 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
2015
Q3 		– Sell
-10,600
Closed -$379K – 186
2015
Q2 		$379K Hold
10,600
– – 0.06% 153
2015
Q1 		$400K Hold
10,600
– – 0.07% 144
2014
Q4 		$409K Hold
10,600
– – 0.05% 146
2014
Q3 		$431K Hold
10,600
– – 0.06% 133
2014
Q2 		$449K Hold
10,600
– – 0.09% 125
2014
Q1 		$449K Buy
10,600
+700
+7% +$29.4K 0.09% 122
2013
Q4 		$430K Sell
9,900
-3,200
-24% -$130K 0.02% 124
2013
Q3 		$500K Hold
13,100
– – 0.11% 125
2013
Q2 		$467K Buy
+13,100
New +$476K 0.14% 99

Other funds holding DCI

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Marco Investment Management's DCI Position: Q3 2015 in Review

Marco Investment Management sold out of Donaldson (DCI) in Q3 2015, closing a stake of 10,600 shares — an estimated $379K sold.

Marco Investment Management first reported a position in DCI in Q2 2013 and held it in 9 quarters. The position peaked at $500K in Q3 2013. 291 funds tracked by Wall St. Rank hold DCI as of Q3 2015.

  • Marco Investment Management reported no remaining Donaldson position as of Q3 2015 after selling out during the quarter.
  • Marco Investment Management sold 10,600 Donaldson shares in Q3 2015, an estimated $379K.
  • Marco Investment Management first reported a position in Donaldson in Q2 2013 and held it in 9 quarters.
  • Marco Investment Management's Donaldson position peaked at $500K in Q3 2013.
  • 291 funds tracked by Wall St. Rank held Donaldson as of Q3 2015.

Based on Marco Investment Management's 13F filing for Q3 2015, filed 13 Nov 2015.