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Moloney Securities Asset Management’s Donaldson DCI Stock Holding History

Moloney Securities Asset 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
2022
Q1 		– Sell
-16,940
Closed -$1M – 428
2021
Q4 		$1M Buy
+16,940
New +$1M 0.17% 146

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Moloney Securities Asset Management's DCI Position: Q1 2022 in Review

Moloney Securities Asset Management sold out of Donaldson (DCI) in Q1 2022, closing a stake of 16,940 shares — an estimated $1M sold.

Moloney Securities Asset Management first reported a position in DCI in Q4 2021 and held it in 1 quarter. The position peaked at $1M in Q4 2021. 402 funds tracked by Wall St. Rank hold DCI as of Q1 2022.

  • Moloney Securities Asset Management reported no remaining Donaldson position as of Q1 2022 after selling out during the quarter.
  • Moloney Securities Asset Management sold 16,940 Donaldson shares in Q1 2022, an estimated $1M.
  • Moloney Securities Asset Management first reported a position in Donaldson in Q4 2021 and held it in 1 quarter.
  • Moloney Securities Asset Management's Donaldson position peaked at $1M in Q4 2021.
  • 402 funds tracked by Wall St. Rank held Donaldson as of Q1 2022.

Based on Moloney Securities Asset Management's 13F filing for Q1 2022, filed 10 May 2022.