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Wealth Quarterback’s Donaldson DCI Stock Holding History

Wealth Quarterback’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
2021
Q3 		$3K Hold
49
– – ﹤0.01% 648
2021
Q2 		$4K Buy
+49
New +$3.03K ﹤0.01% 632
2020
Q2 		– Sell
-49
Closed -$1.89K – 258
2020
Q1 		$1.89K Hold
49
– – ﹤0.01% 753
2019
Q4 		$2.82K Buy
+49
New +$2.67K ﹤0.01% 721

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wealth Quarterback's DCI Position: Q3 2021 in Review

Wealth Quarterback held its Donaldson (DCI) position steady in Q3 2021 at 49 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Wealth Quarterback first reported a position in DCI in Q4 2019 and has held it in 4 quarters since. The position peaked at $4K in Q2 2021. 405 funds tracked by Wall St. Rank hold DCI as of Q3 2021.

  • Wealth Quarterback held 49 shares of Donaldson worth $3K as of Q3 2021.
  • Wealth Quarterback left its Donaldson share count unchanged in Q3 2021.
  • Donaldson made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #648 holding.
  • Wealth Quarterback first reported a position in Donaldson in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Donaldson position peaked at $4K in Q2 2021.
  • 405 funds tracked by Wall St. Rank held Donaldson as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.