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Milestone Investment Advisors’s Donaldson DCI Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-2,910
Closed -$174K – 204
2023
Q3 		$174K Buy
+2,910
New +$180K 0.05% 111
2023
Q2 		– Sell
-2,910
Closed -$190K – 199
2023
Q1 		$190K Buy
+2,910
New +$183K 0.06% 109

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Milestone Investment Advisors's DCI Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Donaldson (DCI) in Q4 2023, closing a stake of 2,910 shares — an estimated $174K sold.

Milestone Investment Advisors first reported a position in DCI in Q1 2023 and held it in 2 quarters. The position peaked at $190K in Q1 2023. 470 funds tracked by Wall St. Rank hold DCI as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Donaldson position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 2,910 Donaldson shares in Q4 2023, an estimated $174K.
  • Milestone Investment Advisors first reported a position in Donaldson in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Donaldson position peaked at $190K in Q1 2023.
  • 470 funds tracked by Wall St. Rank held Donaldson as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.