SFO
DCI icon

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
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