McIlrath & Eck’s Donaldson DCI Stock Holding History

McIlrath & Eck’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	-271	Closed	-$16K	–	671
2019 Q4	$16K	Hold	271	–	–	0.01%	272
2019 Q3	$14K	Hold	271	–	–	0.01%	272
2019 Q2	$14K	Hold	271	–	–	0.01%	257
2019 Q1	$14K	Sell	271 -175	-39%	-$8.45K	0.01%	257
2018 Q4	$19K	Sell	446 -39	-8%	-$2.02K	0.01%	193
2018 Q3	$28K	Hold	485	–	–	0.02%	169
2018 Q2	$22K	Hold	485	–	–	0.01%	187
2018 Q1	$22K	Hold	485	–	–	0.01%	173
2017 Q4	$24K	Buy	+485	New	+$23.1K	0.01%	173

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

McIlrath & Eck's DCI Position: Q1 2020 in Review

McIlrath & Eck sold out of Donaldson (DCI) in Q1 2020, closing a stake of 271 shares — an estimated $16K sold.

McIlrath & Eck first reported a position in DCI in Q4 2017 and held it in 9 quarters. The position peaked at $28K in Q3 2018. 333 funds tracked by Wall St. Rank hold DCI as of Q1 2020.

McIlrath & Eck reported no remaining Donaldson position as of Q1 2020 after selling out during the quarter.
McIlrath & Eck sold 271 Donaldson shares in Q1 2020, an estimated $16K.
McIlrath & Eck first reported a position in Donaldson in Q4 2017 and held it in 9 quarters.
McIlrath & Eck's Donaldson position peaked at $28K in Q3 2018.
333 funds tracked by Wall St. Rank held Donaldson as of Q1 2020.

Based on McIlrath & Eck's 13F filing for Q1 2020, filed 14 May 2020.