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McGlone Suttner Wealth Management’s Donaldson DCI Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-216
Closed -$14.1K – 306
2023
Q4 		$14.1K Buy
+216
New +$13.2K ﹤0.01% 486

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

McGlone Suttner Wealth Management's DCI Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Donaldson (DCI) in Q1 2024, closing a stake of 216 shares — an estimated $14.1K sold.

McGlone Suttner Wealth Management first reported a position in DCI in Q4 2023 and held it in 1 quarter. The position peaked at $14.1K in Q4 2023. 503 funds tracked by Wall St. Rank hold DCI as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Donaldson position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 216 Donaldson shares in Q1 2024, an estimated $14.1K.
  • McGlone Suttner Wealth Management first reported a position in Donaldson in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Donaldson position peaked at $14.1K in Q4 2023.
  • 503 funds tracked by Wall St. Rank held Donaldson as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.