Resource Management’s Donaldson DCI Stock Holding History

Resource 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
2020 Q1	–	Sell	-6,000	Closed	-$346K	–	139
2019 Q4	$346K	Hold	6,000	–	–	0.06%	111
2019 Q3	$312K	Hold	6,000	–	–	0.05%	108
2019 Q2	$305K	Hold	6,000	–	–	0.05%	112
2019 Q1	$300K	Hold	6,000	–	–	0.05%	108
2018 Q4	$260K	Hold	6,000	–	–	0.05%	112
2018 Q3	$350K	Hold	6,000	–	–	0.06%	96
2018 Q2	$270K	Hold	6,000	–	–	0.05%	110
2018 Q1	$270K	Hold	6,000	–	–	0.06%	103
2017 Q4	$281K	Buy	+6,000	New	+$286K	0.06%	103

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

Resource Management's DCI Position: Q1 2020 in Review

Resource Management sold out of Donaldson (DCI) in Q1 2020, closing a stake of 6,000 shares — an estimated $346K sold.

Resource Management first reported a position in DCI in Q4 2017 and held it in 9 quarters. The position peaked at $350K in Q3 2018. 333 funds tracked by Wall St. Rank hold DCI as of Q1 2020.

Resource Management reported no remaining Donaldson position as of Q1 2020 after selling out during the quarter.
Resource Management sold 6,000 Donaldson shares in Q1 2020, an estimated $346K.
Resource Management first reported a position in Donaldson in Q4 2017 and held it in 9 quarters.
Resource Management's Donaldson position peaked at $350K in Q3 2018.
333 funds tracked by Wall St. Rank held Donaldson as of Q1 2020.

Based on Resource Management's 13F filing for Q1 2020, filed 5 May 2020.