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Spark Investment Management’s Donaldson DCI Stock Holding History

Spark 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
2020
Q3 		– Sell
-5,400
Closed -$251K – 59
2020
Q2 		$251K Sell
5,400
-30,200
-85% -$1.34M 0.92% 25
2020
Q1 		$1.38M Sell
35,600
-19,900
-36% -$974K 0.73% 31
2019
Q4 		$3.2M Buy
55,500
+14,300
+35% +$778K 0.37% 84
2019
Q3 		$2.15M Hold
41,200
– – 0.27% 110
2019
Q2 		$2.1M Buy
+41,200
New +$2.09M 0.15% 193

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Spark Investment Management's DCI Position: Q3 2020 in Review

Spark Investment Management sold out of Donaldson (DCI) in Q3 2020, closing a stake of 5,400 shares — an estimated $251K sold.

Spark Investment Management first reported a position in DCI in Q2 2019 and held it in 5 quarters. The position peaked at $3.2M in Q4 2019. 363 funds tracked by Wall St. Rank hold DCI as of Q3 2020.

  • Spark Investment Management reported no remaining Donaldson position as of Q3 2020 after selling out during the quarter.
  • Spark Investment Management sold 5,400 Donaldson shares in Q3 2020, an estimated $251K.
  • Spark Investment Management first reported a position in Donaldson in Q2 2019 and held it in 5 quarters.
  • Spark Investment Management's Donaldson position peaked at $3.2M in Q4 2019.
  • 363 funds tracked by Wall St. Rank held Donaldson as of Q3 2020.

Based on Spark Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.