Ruggie Capital Group’s Donaldson DCI Stock Holding History

Ruggie Capital Group’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
2019 Q3	–	Sell	-31	Closed	-$2K	–	141
2019 Q2	$2K	Buy	+31	New	+$1.58K	﹤0.01%	226

Other funds holding DCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ruggie Capital Group's DCI Position: Q3 2019 in Review

Ruggie Capital Group sold out of Donaldson (DCI) in Q3 2019, closing a stake of 31 shares — an estimated $2K sold.

Ruggie Capital Group first reported a position in DCI in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 350 funds tracked by Wall St. Rank hold DCI as of Q3 2019.

Ruggie Capital Group reported no remaining Donaldson position as of Q3 2019 after selling out during the quarter.
Ruggie Capital Group sold 31 Donaldson shares in Q3 2019, an estimated $2K.
Ruggie Capital Group first reported a position in Donaldson in Q2 2019 and held it in 1 quarter.
Ruggie Capital Group's Donaldson position peaked at $2K in Q2 2019.
350 funds tracked by Wall St. Rank held Donaldson as of Q3 2019.

Based on Ruggie Capital Group's 13F filing for Q3 2019, filed 6 Nov 2019.