Standard Family Office’s Donaldson DCI Stock Holding History

Standard Family Office’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 Q4	–	Sell	-4,329	Closed	-$212K	–	114
2022 Q3	$212K	Buy	+4,329	New	+$226K	0.09%	33
2021 Q4	–	Sell	-1,400	Closed	-$80K	–	217
2021 Q3	$80K	Sell	1,400 -8,766	-86%	-$565K	0.02%	34
2021 Q2	$646K	Buy	10,166 +2,132	+27%	+$132K	0.13%	72
2021 Q1	$467K	Sell	8,034 -1,400	-15%	-$83.7K	0.11%	71
2020 Q4	$527K	Buy	+9,434	New	+$498K	0.13%	66

Other funds holding DCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Standard Family Office's DCI Position: Q4 2022 in Review

Standard Family Office sold out of Donaldson (DCI) in Q4 2022, closing a stake of 4,329 shares — an estimated $212K sold.

Standard Family Office first reported a position in DCI in Q4 2020 and held it in 5 quarters. The position peaked at $646K in Q2 2021. 417 funds tracked by Wall St. Rank hold DCI as of Q4 2022.

Standard Family Office reported no remaining Donaldson position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 4,329 Donaldson shares in Q4 2022, an estimated $212K.
Standard Family Office first reported a position in Donaldson in Q4 2020 and held it in 5 quarters.
Standard Family Office's Donaldson position peaked at $646K in Q2 2021.
417 funds tracked by Wall St. Rank held Donaldson as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.