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Optimum Investment Advisors’s Donaldson DCI Stock Holding History

Optimum Investment 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
2023
Q1 		– Sell
-28
Closed -$1.65K – 752
2022
Q4 		$1.65K Hold
28
– – ﹤0.01% 691
2022
Q3 		$1K Buy
+28
New +$1.46K ﹤0.01% 760

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
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
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 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

Optimum Investment Advisors's DCI Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Donaldson (DCI) in Q1 2023, closing a stake of 28 shares — an estimated $1.65K sold.

Optimum Investment Advisors first reported a position in DCI in Q3 2022 and held it in 2 quarters. The position peaked at $1.65K in Q4 2022. 454 funds tracked by Wall St. Rank hold DCI as of Q1 2023.

  • Optimum Investment Advisors reported no remaining Donaldson position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 28 Donaldson shares in Q1 2023, an estimated $1.65K.
  • Optimum Investment Advisors first reported a position in Donaldson in Q3 2022 and held it in 2 quarters.
  • Optimum Investment Advisors's Donaldson position peaked at $1.65K in Q4 2022.
  • 454 funds tracked by Wall St. Rank held Donaldson as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.