PM
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Parametrica Management’s Donaldson DCI Stock Holding History

Parametrica Management’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
2019
Q1 		– Sell
-8,931
Closed -$388K – 213
2018
Q4 		$388K Buy
8,931
+2,703
+43% +$140K 0.47% 53
2018
Q3 		$363K Buy
+6,228
New +$313K 0.79% 29
2017
Q4 		– Sell
-6,529
Closed -$300K – 377
2017
Q3 		$300K Buy
+6,529
New +$302K 0.13% 190
2017
Q2 		– Sell
-7,341
Closed -$334K – 283
2017
Q1 		$334K Sell
7,341
-10,929
-60% -$473K 0.35% 119
2016
Q4 		$769K Buy
18,270
+10,280
+129% +$408K 0.76% 38
2016
Q3 		$298K Buy
+7,990
New +$291K 0.82% 44
2015
Q4 		– Sell
-7,480
Closed -$210K – 71
2015
Q3 		$210K Buy
+7,480
New +$240K 1.32% 44

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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