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PagnatoKarp Partners’s Donaldson DCI Stock Holding History

PagnatoKarp Partners’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
Q2 		– Sell
-8,256
Closed -$319K – 36
2020
Q1 		$319K Buy
8,256
+39
+0.5% +$1.91K 0.08% 124
2019
Q4 		$473K Buy
8,217
+407
+5% +$22.1K 0.08% 114
2019
Q3 		$407K Buy
7,810
+35
+0.5% +$1.73K 0.08% 126
2019
Q2 		$395K Buy
7,775
+32
+0.4% +$1.63K 0.08% 123
2019
Q1 		$388K Buy
7,743
+28
+0.4% +$1.35K 0.09% 118
2018
Q4 		$335K Sell
7,715
-9,102
-54% -$470K 0.07% 107
2018
Q3 		$980K Sell
16,817
-4,058
-19% -$204K 0.29% 53
2018
Q2 		$942K Sell
20,875
-7,728
-27% -$357K 0.3% 50
2018
Q1 		$1.29M Buy
28,603
+81
+0.3% +$3.88K 0.54% 33
2017
Q4 		$1.4M Buy
28,522
+607
+2% +$28.9K 0.43% 42
2017
Q3 		$1.28M Buy
+27,915
New +$1.29M 0.41% 40

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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