Synovus Financial’s Donaldson DCI Stock Holding History

Synovus Financial’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 Q3	–	Sell	-4,440	Closed	-$213K	–	852
2022 Q2	$213K	Buy	4,440 +162	+4%	+$8.16K	﹤0.01%	794
2022 Q1	$217K	Sell	4,278 -178	-4%	-$9.69K	﹤0.01%	800
2021 Q4	$262K	Buy	4,456 +167	+4%	+$9.89K	﹤0.01%	774
2021 Q3	$244K	Sell	4,289 -2,031	-32%	-$131K	﹤0.01%	776
2021 Q2	$398K	Buy	+6,320	New	+$391K	﹤0.01%	668
2020 Q2	–	Sell	-200	Closed	-$8K	–	1683
2020 Q1	$8K	Buy	+200	New	+$9.78K	﹤0.01%	1628
2019 Q1	–	Sell	-243	Closed	-$11K	–	1420
2018 Q4	$11K	Sell	243 -212	-47%	-$11K	﹤0.01%	1064
2018 Q3	$26K	Hold	455	–	–	﹤0.01%	959
2018 Q2	$21K	Hold	455	–	–	﹤0.01%	936
2018 Q1	$21K	Buy	+455	New	+$21.8K	﹤0.01%	923

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

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 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

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

Synovus Financial's DCI Position: Q3 2022 in Review

Synovus Financial sold out of Donaldson (DCI) in Q3 2022, closing a stake of 4,440 shares — an estimated $213K sold.

Synovus Financial first reported a position in DCI in Q1 2018 and held it in 10 quarters. The position peaked at $398K in Q2 2021. 387 funds tracked by Wall St. Rank hold DCI as of Q3 2022.

Synovus Financial reported no remaining Donaldson position as of Q3 2022 after selling out during the quarter.
Synovus Financial sold 4,440 Donaldson shares in Q3 2022, an estimated $213K.
Synovus Financial first reported a position in Donaldson in Q1 2018 and held it in 10 quarters.
Synovus Financial's Donaldson position peaked at $398K in Q2 2021.
387 funds tracked by Wall St. Rank held Donaldson as of Q3 2022.

Based on Synovus Financial's 13F filing for Q3 2022, filed 27 Oct 2022.