Wipfli Financial Advisors’s Donaldson DCI Stock Holding History

Wipfli Financial 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
2022 Q3	$58K	Buy	+1,179	New	+$61.5K	﹤0.01%	1001

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

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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wipfli Financial Advisors's DCI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Donaldson (DCI) in Q3 2022: 1,179 shares worth $58K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings.

387 funds tracked by Wall St. Rank hold DCI as of Q3 2022.

Wipfli Financial Advisors held 1,179 shares of Donaldson worth $58K as of Q3 2022.
Donaldson was a new Wipfli Financial Advisors position in Q3 2022.
Donaldson made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1001 holding.
387 funds tracked by Wall St. Rank held Donaldson as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.