West Paces Advisors’s Donaldson DCI Stock Holding History

West Paces 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
2024 Q1	–	Sell	-24	Closed	-$1.57K	–	604
2023 Q4	$1.57K	Buy	+24	New	+$1.46K	﹤0.01%	480

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

West Paces Advisors's DCI Position: Q1 2024 in Review

West Paces Advisors sold out of Donaldson (DCI) in Q1 2024, closing a stake of 24 shares — an estimated $1.57K sold.

West Paces Advisors first reported a position in DCI in Q4 2023 and held it in 1 quarter. The position peaked at $1.57K in Q4 2023. 503 funds tracked by Wall St. Rank hold DCI as of Q1 2024.

West Paces Advisors reported no remaining Donaldson position as of Q1 2024 after selling out during the quarter.
West Paces Advisors sold 24 Donaldson shares in Q1 2024, an estimated $1.57K.
West Paces Advisors first reported a position in Donaldson in Q4 2023 and held it in 1 quarter.
West Paces Advisors's Donaldson position peaked at $1.57K in Q4 2023.
503 funds tracked by Wall St. Rank held Donaldson as of Q1 2024.

Based on West Paces Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.