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Pin Oak Investment Advisors’s Donaldson DCI Stock Holding History

Pin Oak 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
2021
Q3 		– Sell
-108
Closed -$7K – 409
2021
Q2 		$7K Hold
108
– – 0.01% 330
2021
Q1 		$6K Hold
108
– – 0.01% 346
2020
Q4 		$6K Buy
+108
New +$5.7K ﹤0.01% 367

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
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Pin Oak Investment Advisors's DCI Position: Q3 2021 in Review

Pin Oak Investment Advisors sold out of Donaldson (DCI) in Q3 2021, closing a stake of 108 shares — an estimated $7K sold.

Pin Oak Investment Advisors first reported a position in DCI in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 405 funds tracked by Wall St. Rank hold DCI as of Q3 2021.

  • Pin Oak Investment Advisors reported no remaining Donaldson position as of Q3 2021 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 108 Donaldson shares in Q3 2021, an estimated $7K.
  • Pin Oak Investment Advisors first reported a position in Donaldson in Q4 2020 and held it in 3 quarters.
  • Pin Oak Investment Advisors's Donaldson position peaked at $7K in Q2 2021.
  • 405 funds tracked by Wall St. Rank held Donaldson as of Q3 2021.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.