Professional Financial Advisors’s Donaldson DCI Stock Holding History

Professional 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
2022 Q4	–	Sell	-106	Closed	-$5K	–	159
2022 Q3	$5K	Buy	106 +1	+1%	+$52	﹤0.01%	360
2022 Q2	$5K	Hold	105	–	–	﹤0.01%	367
2022 Q1	$5K	Buy	105 +1	+1%	+$54	﹤0.01%	368
2021 Q4	$6K	Hold	104	–	–	﹤0.01%	358
2021 Q3	$6K	Hold	104	–	–	﹤0.01%	304
2021 Q2	$7K	Buy	104 +1	+1%	+$62	﹤0.01%	297
2021 Q1	$6K	Hold	103	–	–	﹤0.01%	276
2020 Q4	$6K	Buy	103 +1	+1%	+$53	﹤0.01%	277
2020 Q3	$5K	Buy	+102	New	+$4.96K	﹤0.01%	266

Other funds holding DCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Professional Financial Advisors's DCI Position: Q4 2022 in Review

Professional Financial Advisors sold out of Donaldson (DCI) in Q4 2022, closing a stake of 106 shares — an estimated $5K sold.

Professional Financial Advisors first reported a position in DCI in Q3 2020 and held it in 9 quarters. The position peaked at $7K in Q2 2021. 417 funds tracked by Wall St. Rank hold DCI as of Q4 2022.

Professional Financial Advisors reported no remaining Donaldson position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 106 Donaldson shares in Q4 2022, an estimated $5K.
Professional Financial Advisors first reported a position in Donaldson in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Donaldson position peaked at $7K in Q2 2021.
417 funds tracked by Wall St. Rank held Donaldson as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.