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Weld Capital Management’s Donaldson DCI Stock Holding History

Weld 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
2020
Q2 		– Sell
-10,476
Closed -$405K – 500
2020
Q1 		$405K Buy
10,476
+4,975
+90% +$243K 0.21% 178
2019
Q4 		$317K Sell
5,501
-35,472
-87% -$1.93M 0.06% 458
2019
Q3 		$2.13M Buy
+40,973
New +$2.03M 0.39% 37
2019
Q1 		– Sell
-12,170
Closed -$528K – 703
2018
Q4 		$528K Buy
+12,170
New +$629K 0.12% 327

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

Weld Capital Management's DCI Position: Q2 2020 in Review

Weld Capital Management sold out of Donaldson (DCI) in Q2 2020, closing a stake of 10,476 shares — an estimated $405K sold.

Weld Capital Management first reported a position in DCI in Q4 2018 and held it in 4 quarters. The position peaked at $2.13M in Q3 2019. 356 funds tracked by Wall St. Rank hold DCI as of Q2 2020.

  • Weld Capital Management reported no remaining Donaldson position as of Q2 2020 after selling out during the quarter.
  • Weld Capital Management sold 10,476 Donaldson shares in Q2 2020, an estimated $405K.
  • Weld Capital Management first reported a position in Donaldson in Q4 2018 and held it in 4 quarters.
  • Weld Capital Management's Donaldson position peaked at $2.13M in Q3 2019.
  • 356 funds tracked by Wall St. Rank held Donaldson as of Q2 2020.

Based on Weld Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.