NIC
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Northwest Investment Counselors’s Donaldson DCI Stock Holding History

Northwest Investment Counselors’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
Q3 		– Sell
-33
Closed -$2K – 516
2022
Q2 		$2K Hold
33
– – ﹤0.01% 500
2022
Q1 		$2K Buy
+33
New +$1.8K ﹤0.01% 547

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 $13.1B AUM 24.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northwest Investment Counselors's DCI Position: Q3 2022 in Review

Northwest Investment Counselors sold out of Donaldson (DCI) in Q3 2022, closing a stake of 33 shares — an estimated $2K sold.

Northwest Investment Counselors first reported a position in DCI in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 388 funds tracked by Wall St. Rank hold DCI as of Q3 2022.

  • Northwest Investment Counselors reported no remaining Donaldson position as of Q3 2022 after selling out during the quarter.
  • Northwest Investment Counselors sold 33 Donaldson shares in Q3 2022, an estimated $2K.
  • Northwest Investment Counselors first reported a position in Donaldson in Q1 2022 and held it in 2 quarters.
  • Northwest Investment Counselors's Donaldson position peaked at $2K in Q2 2022.
  • 388 funds tracked by Wall St. Rank held Donaldson as of Q3 2022.

Based on Northwest Investment Counselors's 13F filing for Q3 2022, filed 28 Oct 2022.