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Thompson Siegel & Walmsley’s Donaldson DCI Stock Holding History

Thompson Siegel & Walmsley’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
Q1 		– Sell
-20
Closed -$1K – 677
2019
Q4 		$1K Buy
+20
New +$1.09K ﹤0.01% 740
2017
Q1 		– Sell
-58
Closed -$2K – 871
2016
Q4 		$2K Buy
+58
New +$2.3K ﹤0.01% 763

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Thompson Siegel & Walmsley's DCI Position: Q1 2020 in Review

Thompson Siegel & Walmsley sold out of Donaldson (DCI) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

Thompson Siegel & Walmsley first reported a position in DCI in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 333 funds tracked by Wall St. Rank hold DCI as of Q1 2020.

  • Thompson Siegel & Walmsley reported no remaining Donaldson position as of Q1 2020 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 20 Donaldson shares in Q1 2020, an estimated $1K.
  • Thompson Siegel & Walmsley first reported a position in Donaldson in Q4 2016 and held it in 2 quarters.
  • Thompson Siegel & Walmsley's Donaldson position peaked at $2K in Q4 2016.
  • 333 funds tracked by Wall St. Rank held Donaldson as of Q1 2020.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2020, filed 12 May 2020.