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Plante Moran Financial Advisors’s Donaldson DCI Stock Holding History

Plante Moran Financial 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
Q4 		– Sell
-2,200
Closed -$102K – 904
2020
Q3 		$102K Hold
2,200
– – 0.04% 234
2020
Q2 		$102K Hold
2,200
– – 0.04% 205
2020
Q1 		$85K Buy
+2,200
New +$108K 0.04% 205
2019
Q4 		– Sell
-209
Closed -$11K – 782
2019
Q3 		$11K Buy
+209
New +$10.3K ﹤0.01% 572

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 $5.72T AUM 30.48% 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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Plante Moran Financial Advisors's DCI Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of Donaldson (DCI) in Q4 2020, closing a stake of 2,200 shares — an estimated $102K sold.

Plante Moran Financial Advisors first reported a position in DCI in Q3 2019 and held it in 4 quarters. The position peaked at $102K in Q3 2020. 394 funds tracked by Wall St. Rank hold DCI as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining Donaldson position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,200 Donaldson shares in Q4 2020, an estimated $102K.
  • Plante Moran Financial Advisors first reported a position in Donaldson in Q3 2019 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Donaldson position peaked at $102K in Q3 2020.
  • 394 funds tracked by Wall St. Rank held Donaldson as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.