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Vigilant Capital Management’s Donaldson DCI Stock Holding History

Vigilant Capital 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
2022
Q2 		– Sell
-50
Closed -$3K – 584
2022
Q1 		$3K Hold
50
– – ﹤0.01% 547
2021
Q4 		$3K Hold
50
– – ﹤0.01% 607
2021
Q3 		$3K Buy
+50
New +$3.22K ﹤0.01% 727

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vigilant Capital Management's DCI Position: Q2 2022 in Review

Vigilant Capital Management sold out of Donaldson (DCI) in Q2 2022, closing a stake of 50 shares — an estimated $3K sold.

Vigilant Capital Management first reported a position in DCI in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 386 funds tracked by Wall St. Rank hold DCI as of Q2 2022.

  • Vigilant Capital Management reported no remaining Donaldson position as of Q2 2022 after selling out during the quarter.
  • Vigilant Capital Management sold 50 Donaldson shares in Q2 2022, an estimated $3K.
  • Vigilant Capital Management first reported a position in Donaldson in Q3 2021 and held it in 3 quarters.
  • Vigilant Capital Management's Donaldson position peaked at $3K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held Donaldson as of Q2 2022.

Based on Vigilant Capital Management's 13F filing for Q2 2022, filed 6 Jul 2022.