Stanley-Laman Group’s Donaldson DCI Stock Holding History

Stanley-Laman Group’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 Q2	–	Sell	-15,653	Closed	-$605K	–	240
2020 Q1	$605K	Sell	15,653 -1,281	-8%	-$62.7K	0.18%	154
2019 Q4	$976K	Buy	16,934 +333	+2%	+$18.1K	0.23%	149
2019 Q3	$865K	Sell	16,601 -2,397	-13%	-$119K	0.21%	147
2019 Q2	$966K	Buy	18,998 +774	+4%	+$39.4K	0.23%	142
2019 Q1	$912K	Buy	18,224 +457	+3%	+$22.1K	0.22%	149
2018 Q4	$771K	Sell	17,767 -390	-2%	-$20.2K	0.21%	164
2018 Q3	$1.06M	Buy	18,157 +493	+3%	+$24.8K	0.26%	120
2018 Q2	$797K	Buy	17,664 +1,941	+12%	+$89.6K	0.18%	166
2018 Q1	$708K	Buy	15,723 +883	+6%	+$42.3K	0.16%	182
2017 Q4	$726K	Buy	+14,840	New	+$707K	0.16%	182

Other funds holding DCI

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Stanley-Laman Group's DCI Position: Q2 2020 in Review

Stanley-Laman Group sold out of Donaldson (DCI) in Q2 2020, closing a stake of 15,653 shares — an estimated $605K sold.

Stanley-Laman Group first reported a position in DCI in Q4 2017 and held it in 10 quarters. The position peaked at $1.06M in Q3 2018. 356 funds tracked by Wall St. Rank hold DCI as of Q2 2020.

Stanley-Laman Group reported no remaining Donaldson position as of Q2 2020 after selling out during the quarter.
Stanley-Laman Group sold 15,653 Donaldson shares in Q2 2020, an estimated $605K.
Stanley-Laman Group first reported a position in Donaldson in Q4 2017 and held it in 10 quarters.
Stanley-Laman Group's Donaldson position peaked at $1.06M in Q3 2018.
356 funds tracked by Wall St. Rank held Donaldson as of Q2 2020.

Based on Stanley-Laman Group's 13F filing for Q2 2020, filed 20 Jul 2020.