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Operose Advisors’s Donaldson DCI Stock Holding History

Operose 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
2024
Q4 		– Sell
-143
Closed -$10.5K – 483
2024
Q3 		$10.5K Hold
143
– – ﹤0.01% 488
2024
Q2 		$10.2K Hold
143
– – ﹤0.01% 446
2024
Q1 		$10.7K Hold
143
– – ﹤0.01% 481
2023
Q4 		$9.35K Sell
143
-240
-63% -$14.6K ﹤0.01% 477
2023
Q3 		$22.8K Buy
+383
New +$23.7K 0.01% 459

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Operose Advisors's DCI Position: Q4 2024 in Review

Operose Advisors sold out of Donaldson (DCI) in Q4 2024, closing a stake of 143 shares — an estimated $10.5K sold.

Operose Advisors first reported a position in DCI in Q3 2023 and held it in 5 quarters. The position peaked at $22.8K in Q3 2023. 528 funds tracked by Wall St. Rank hold DCI as of Q4 2024.

  • Operose Advisors reported no remaining Donaldson position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 143 Donaldson shares in Q4 2024, an estimated $10.5K.
  • Operose Advisors first reported a position in Donaldson in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's Donaldson position peaked at $22.8K in Q3 2023.
  • 528 funds tracked by Wall St. Rank held Donaldson as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.