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Redwood Investment Management’s Donaldson DCI Stock Holding History

Redwood Investment 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
2021
Q3 		– Sell
-4,782
Closed -$304K – 277
2021
Q2 		$304K Sell
4,782
-10,056
-68% -$621K 0.05% 233
2021
Q1 		$863K Buy
+14,838
New +$887K 0.16% 197

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

Redwood Investment Management's DCI Position: Q3 2021 in Review

Redwood Investment Management sold out of Donaldson (DCI) in Q3 2021, closing a stake of 4,782 shares — an estimated $304K sold.

Redwood Investment Management first reported a position in DCI in Q1 2021 and held it in 2 quarters. The position peaked at $863K in Q1 2021. 405 funds tracked by Wall St. Rank hold DCI as of Q3 2021.

  • Redwood Investment Management reported no remaining Donaldson position as of Q3 2021 after selling out during the quarter.
  • Redwood Investment Management sold 4,782 Donaldson shares in Q3 2021, an estimated $304K.
  • Redwood Investment Management first reported a position in Donaldson in Q1 2021 and held it in 2 quarters.
  • Redwood Investment Management's Donaldson position peaked at $863K in Q1 2021.
  • 405 funds tracked by Wall St. Rank held Donaldson as of Q3 2021.

Based on Redwood Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.