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Steward Financial Group’s Donaldson DCI Stock Holding History

Steward Financial 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
2023
Q3 		$4K Buy
+78
New +$4.83K ﹤0.01% 708
2022
Q3 		– Sell
-45
Closed -$2K – 400
2022
Q2 		$2K Buy
+45
New +$2.27K ﹤0.01% 534

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's DCI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Donaldson (DCI) in Q3 2023: 78 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DCI as recently as Q2 2022.

Steward Financial Group first reported a position in DCI in Q2 2022 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold DCI as of Q3 2023.

  • Steward Financial Group held 78 shares of Donaldson worth $4K as of Q3 2023.
  • Donaldson was a new Steward Financial Group position in Q3 2023.
  • Donaldson made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #708 holding.
  • Steward Financial Group first reported a position in Donaldson in Q2 2022 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held Donaldson as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.