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Mark Sheptoff Financial Planning’s Donaldson DCI Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q2 		– Sell
-38
Closed -$2K – 395
2022
Q1 		$2K Hold
38
– – ﹤0.01% 379
2021
Q4 		$2K Buy
+38
New +$2.25K ﹤0.01% 407

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Mark Sheptoff Financial Planning's DCI Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Donaldson (DCI) in Q2 2022, closing a stake of 38 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in DCI in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 386 funds tracked by Wall St. Rank hold DCI as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Donaldson position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 38 Donaldson shares in Q2 2022, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in Donaldson in Q4 2021 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Donaldson position peaked at $2K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held Donaldson as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.