Sugarloaf Wealth Management’s Donaldson DCI Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$4.58K	Hold	68	–	–	﹤0.01%	579
2024 Q3	$5.01K	Hold	68	–	–	﹤0.01%	567
2024 Q2	$4.87K	Hold	68	–	–	﹤0.01%	531
2024 Q1	$5.08K	Hold	68	–	–	﹤0.01%	540
2023 Q4	$4.44K	Hold	68	–	–	﹤0.01%	555
2023 Q3	$4.06K	Hold	68	–	–	﹤0.01%	553
2023 Q2	$4.25K	Hold	68	–	–	﹤0.01%	560
2023 Q1	$4.44K	Hold	68	–	–	﹤0.01%	554
2022 Q4	$4K	Hold	68	–	–	﹤0.01%	608
2022 Q3	$4K	Hold	68	–	–	﹤0.01%	643
2022 Q2	$3K	Hold	68	–	–	﹤0.01%	656
2022 Q1	$4K	Hold	68	–	–	﹤0.01%	585
2021 Q4	$4K	Hold	68	–	–	﹤0.01%	612
2021 Q3	$4K	Hold	68	–	–	﹤0.01%	626
2021 Q2	$4K	Hold	68	–	–	﹤0.01%	616
2021 Q1	$4	Hold	68	–	–	﹤0.01%	604
2020 Q4	$4K	Hold	68	–	–	﹤0.01%	570
2020 Q3	$3K	Hold	68	–	–	﹤0.01%	567
2020 Q2	$3K	Hold	68	–	–	﹤0.01%	565
2020 Q1	$3K	Hold	68	–	–	﹤0.01%	562
2019 Q4	$4K	Buy	+68	New	+$3.7K	﹤0.01%	565

Other funds holding DCI

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sugarloaf Wealth Management's DCI Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Donaldson (DCI) position steady in Q4 2024 at 68 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Sugarloaf Wealth Management first reported a position in DCI in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.08K in Q1 2024. 526 funds tracked by Wall St. Rank hold DCI as of Q4 2024.

Sugarloaf Wealth Management held 68 shares of Donaldson worth $4.58K as of Q4 2024.
Sugarloaf Wealth Management left its Donaldson share count unchanged in Q4 2024.
Donaldson made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #579 holding.
Sugarloaf Wealth Management first reported a position in Donaldson in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Donaldson position peaked at $5.08K in Q1 2024.
526 funds tracked by Wall St. Rank held Donaldson as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.