Riverview Trust Company’s Donaldson DCI Stock Holding History

Riverview Trust Company’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
2024 Q2	–	Sell	-616	Closed	-$46K	–	639
2024 Q1	$46K	Buy	+616	New	+$41.9K	0.04%	256
2023 Q4	–	Sell	-616	Closed	-$36.7K	–	222
2023 Q3	$36.7K	Hold	616	–	–	0.03%	279
2023 Q2	$38.5K	Hold	616	–	–	0.03%	243
2023 Q1	$40.2K	Hold	616	–	–	0.04%	238
2022 Q4	$36K	Hold	616	–	–	0.03%	253
2022 Q3	$30K	Hold	616	–	–	0.03%	271
2022 Q2	$30K	Hold	616	–	–	0.03%	285
2022 Q1	$32K	Hold	616	–	–	0.02%	293
2021 Q4	$37K	Hold	616	–	–	0.02%	174
2021 Q3	$35K	Hold	616	–	–	0.04%	171
2021 Q2	$39K	Hold	616	–	–	0.04%	163
2021 Q1	$36K	Hold	616	–	–	0.04%	165
2020 Q4	$34K	Hold	616	–	–	0.04%	168
2020 Q3	$29K	Hold	616	–	–	0.03%	182
2020 Q2	$29K	Hold	616	–	–	0.03%	182
2020 Q1	$24K	Hold	616	–	–	0.02%	191
2019 Q4	$35K	Hold	616	–	–	0.02%	190
2019 Q3	$32K	Hold	616	–	–	0.02%	194
2019 Q2	$31K	Hold	616	–	–	0.02%	191
2019 Q1	$31K	Hold	616	–	–	0.02%	196
2018 Q4	$27K	Buy	+616	New	+$31.8K	0.02%	191

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Riverview Trust Company's DCI Position: Q2 2024 in Review

Riverview Trust Company sold out of Donaldson (DCI) in Q2 2024, closing a stake of 616 shares — an estimated $46K sold.

Riverview Trust Company first reported a position in DCI in Q4 2018 and held it in 21 quarters. The position peaked at $46K in Q1 2024. 516 funds tracked by Wall St. Rank hold DCI as of Q2 2024.

Riverview Trust Company reported no remaining Donaldson position as of Q2 2024 after selling out during the quarter.
Riverview Trust Company sold 616 Donaldson shares in Q2 2024, an estimated $46K.
Riverview Trust Company first reported a position in Donaldson in Q4 2018 and held it in 21 quarters.
Riverview Trust Company's Donaldson position peaked at $46K in Q1 2024.
516 funds tracked by Wall St. Rank held Donaldson as of Q2 2024.

Based on Riverview Trust Company's 13F filing for Q2 2024, filed 16 Jul 2024.