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Sonora Investment Management’s Donaldson DCI Stock Holding History

Sonora Investment 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
2021
Q3 		$40K Hold
700
– – 0.01% 467
2021
Q2 		$44K Hold
700
– – 0.01% 415
2021
Q1 		$41K Hold
700
– – ﹤0.01% 682
2020
Q4 		$39K Buy
+700
New +$36.9K ﹤0.01% 691

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Sonora Investment Management's DCI Position: Q3 2021 in Review

Sonora Investment Management held its Donaldson (DCI) position steady in Q3 2021 at 700 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #467.

Sonora Investment Management first reported a position in DCI in Q4 2020 and has held it in 4 quarters since. The position peaked at $44K in Q2 2021. 406 funds tracked by Wall St. Rank hold DCI as of Q3 2021.

  • Sonora Investment Management held 700 shares of Donaldson worth $40K as of Q3 2021.
  • Sonora Investment Management left its Donaldson share count unchanged in Q3 2021.
  • Donaldson made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #467 holding.
  • Sonora Investment Management first reported a position in Donaldson in Q4 2020 and has held it in 4 quarters since.
  • Sonora Investment Management's Donaldson position peaked at $44K in Q2 2021.
  • 406 funds tracked by Wall St. Rank held Donaldson as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.