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Monument Capital Management’s Donaldson DCI Stock Holding History

Monument Capital 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
2023
Q3 		– Sell
-33,455
Closed -$2.09M – 170
2023
Q2 		$2.09M Buy
33,455
+779
+2% +$48.7K 0.67% 48
2023
Q1 		$2.14M Buy
+32,676
New +$2.05M 0.71% 44

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Monument Capital Management's DCI Position: Q3 2023 in Review

Monument Capital Management sold out of Donaldson (DCI) in Q3 2023, closing a stake of 33,455 shares — an estimated $2.09M sold.

Monument Capital Management first reported a position in DCI in Q1 2023 and held it in 2 quarters. The position peaked at $2.14M in Q1 2023. 451 funds tracked by Wall St. Rank hold DCI as of Q3 2023.

  • Monument Capital Management reported no remaining Donaldson position as of Q3 2023 after selling out during the quarter.
  • Monument Capital Management sold 33,455 Donaldson shares in Q3 2023, an estimated $2.09M.
  • Monument Capital Management first reported a position in Donaldson in Q1 2023 and held it in 2 quarters.
  • Monument Capital Management's Donaldson position peaked at $2.14M in Q1 2023.
  • 451 funds tracked by Wall St. Rank held Donaldson as of Q3 2023.

Based on Monument Capital Management's 13F filing for Q3 2023, filed 25 Oct 2023.