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Snowden Capital Advisors’s Donaldson DCI Stock Holding History

Snowden Capital 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
2022
Q1 		– Sell
-947
Closed -$56K – 1278
2021
Q4 		$56K Buy
+947
New +$56.1K ﹤0.01% 999
2020
Q1 		– Sell
-19,191
Closed -$1.11M – 538
2019
Q4 		$1.11M Buy
19,191
+366
+2% +$19.9K 0.1% 267
2019
Q3 		$980K Buy
18,825
+1,097
+6% +$54.3K 0.1% 256
2019
Q2 		$902K Buy
17,728
+674
+4% +$34.3K 0.09% 260
2019
Q1 		$854K Buy
17,054
+1,357
+9% +$65.5K 0.09% 265
2018
Q4 		$681K Sell
15,697
-912
-5% -$47.1K 0.09% 278
2018
Q3 		$968K Buy
16,609
+517
+3% +$26K 0.11% 245
2018
Q2 		$726K Buy
16,092
+2,225
+16% +$103K 0.09% 269
2018
Q1 		$625K Buy
13,867
+2,390
+21% +$114K 0.09% 243
2017
Q4 		$562K Buy
11,477
+1,436
+14% +$68.5K 0.08% 269
2017
Q3 		$461K Buy
10,041
+658
+7% +$30.4K 0.07% 273
2017
Q2 		$427K Buy
9,383
+1,012
+12% +$46.6K 0.08% 249
2017
Q1 		$381K Buy
+8,371
New +$362K 0.08% 250

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Franklin Resources
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Snowden Capital Advisors's DCI Position: Q1 2022 in Review

Snowden Capital Advisors sold out of Donaldson (DCI) in Q1 2022, closing a stake of 947 shares — an estimated $56K sold.

Snowden Capital Advisors first reported a position in DCI in Q1 2017 and held it in 13 quarters. The position peaked at $1.11M in Q4 2019. 403 funds tracked by Wall St. Rank hold DCI as of Q1 2022.

  • Snowden Capital Advisors reported no remaining Donaldson position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 947 Donaldson shares in Q1 2022, an estimated $56K.
  • Snowden Capital Advisors first reported a position in Donaldson in Q1 2017 and held it in 13 quarters.
  • Snowden Capital Advisors's Donaldson position peaked at $1.11M in Q4 2019.
  • 403 funds tracked by Wall St. Rank held Donaldson as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.