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Sheaff Brock Investment Advisors’s Donaldson DCI Stock Holding History

Sheaff Brock Investment 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
2021
Q4 		– Sell
-5,038
Closed -$289K – 555
2021
Q3 		$289K Buy
+5,038
New +$325K 0.02% 391

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Sheaff Brock Investment Advisors's DCI Position: Q4 2021 in Review

Sheaff Brock Investment Advisors sold out of Donaldson (DCI) in Q4 2021, closing a stake of 5,038 shares — an estimated $289K sold.

Sheaff Brock Investment Advisors first reported a position in DCI in Q3 2021 and held it in 1 quarter. The position peaked at $289K in Q3 2021. 424 funds tracked by Wall St. Rank hold DCI as of Q4 2021.

  • Sheaff Brock Investment Advisors reported no remaining Donaldson position as of Q4 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 5,038 Donaldson shares in Q4 2021, an estimated $289K.
  • Sheaff Brock Investment Advisors first reported a position in Donaldson in Q3 2021 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Donaldson position peaked at $289K in Q3 2021.
  • 424 funds tracked by Wall St. Rank held Donaldson as of Q4 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.