Piedmont Investment Advisors’s Donaldson DCI Stock Holding History

Piedmont 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
2020 Q2	–	Sell	-20,648	Closed	-$798K	–	173
2020 Q1	$798K	Buy	20,648 +1,657	+9%	+$81.1K	0.03%	339
2019 Q4	$1.09M	Sell	18,991 -1,796	-9%	-$97.7K	0.04%	319
2019 Q3	$1.08M	Sell	20,787 -889	-4%	-$44K	0.04%	300
2019 Q2	$1.1M	Buy	21,676 +9,518	+78%	+$484K	0.04%	303
2019 Q1	$609K	Buy	12,158 +105	+0.9%	+$5.07K	0.02%	447
2018 Q4	$523K	Buy	12,053 +3,276	+37%	+$169K	0.03%	449
2018 Q3	$511K	Buy	8,777 +8,774	+292,467%	+$441K	0.02%	507
2018 Q2	$0	Buy	+3	New	+$138	﹤0.01%	2879

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Piedmont Investment Advisors's DCI Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Donaldson (DCI) in Q2 2020, closing a stake of 20,648 shares — an estimated $798K sold.

Piedmont Investment Advisors first reported a position in DCI in Q2 2018 and held it in 8 quarters. The position peaked at $1.1M in Q2 2019. 357 funds tracked by Wall St. Rank hold DCI as of Q2 2020.

Piedmont Investment Advisors reported no remaining Donaldson position as of Q2 2020 after selling out during the quarter.
Piedmont Investment Advisors sold 20,648 Donaldson shares in Q2 2020, an estimated $798K.
Piedmont Investment Advisors first reported a position in Donaldson in Q2 2018 and held it in 8 quarters.
Piedmont Investment Advisors's Donaldson position peaked at $1.1M in Q2 2019.
357 funds tracked by Wall St. Rank held Donaldson as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.