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WR Wealth Planners’s Donaldson DCI Stock Holding History

WR Wealth Planners’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
Q4 		$3.97K Buy
+59
New +$4.35K ﹤0.01% 740

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

WR Wealth Planners's DCI Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Donaldson (DCI) in Q4 2024: 59 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #740 among its holdings.

527 funds tracked by Wall St. Rank hold DCI as of Q4 2024.

  • WR Wealth Planners held 59 shares of Donaldson worth $3.97K as of Q4 2024.
  • Donaldson was a new WR Wealth Planners position in Q4 2024.
  • Donaldson made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #740 holding.
  • 527 funds tracked by Wall St. Rank held Donaldson as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.