TCA
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Troluce Capital Advisors’s Donaldson DCI Stock Holding History

Troluce Capital Advisors’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
Q4 		– Sell
-3,720
Closed -$222K – 42
2023
Q3 		$222K Buy
+3,720
New +$230K 0.08% 40

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Troluce Capital Advisors's DCI Position: Q4 2023 in Review

Troluce Capital Advisors sold out of Donaldson (DCI) in Q4 2023, closing a stake of 3,720 shares — an estimated $222K sold.

Troluce Capital Advisors first reported a position in DCI in Q3 2023 and held it in 1 quarter. The position peaked at $222K in Q3 2023. 470 funds tracked by Wall St. Rank hold DCI as of Q4 2023.

  • Troluce Capital Advisors reported no remaining Donaldson position as of Q4 2023 after selling out during the quarter.
  • Troluce Capital Advisors sold 3,720 Donaldson shares in Q4 2023, an estimated $222K.
  • Troluce Capital Advisors first reported a position in Donaldson in Q3 2023 and held it in 1 quarter.
  • Troluce Capital Advisors's Donaldson position peaked at $222K in Q3 2023.
  • 470 funds tracked by Wall St. Rank held Donaldson as of Q4 2023.

Based on Troluce Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.