NNP
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Nachman Norwood & Parrott’s Donaldson DCI Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-938
Closed -$44K – 439
2020
Q3 		$44K Buy
+938
New +$45.6K 0.01% 472

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nachman Norwood & Parrott's DCI Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Donaldson (DCI) in Q4 2020, closing a stake of 938 shares — an estimated $44K sold.

Nachman Norwood & Parrott first reported a position in DCI in Q3 2020 and held it in 1 quarter. The position peaked at $44K in Q3 2020. 394 funds tracked by Wall St. Rank hold DCI as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Donaldson position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 938 Donaldson shares in Q4 2020, an estimated $44K.
  • Nachman Norwood & Parrott first reported a position in Donaldson in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Donaldson position peaked at $44K in Q3 2020.
  • 394 funds tracked by Wall St. Rank held Donaldson as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.