Your Advocates Ltd’s Donaldson DCI Stock Holding History

Your Advocates Ltd’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
2023 Q3	–	Sell	-350	Closed	-$21.9K	–	312
2023 Q2	$21.9K	Buy	+350	New	+$21.9K	0.01%	87

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Your Advocates Ltd's DCI Position: Q3 2023 in Review

Your Advocates Ltd sold out of Donaldson (DCI) in Q3 2023, closing a stake of 350 shares — an estimated $21.9K sold.

Your Advocates Ltd first reported a position in DCI in Q2 2023 and held it in 1 quarter. The position peaked at $21.9K in Q2 2023. 451 funds tracked by Wall St. Rank hold DCI as of Q3 2023.

Your Advocates Ltd reported no remaining Donaldson position as of Q3 2023 after selling out during the quarter.
Your Advocates Ltd sold 350 Donaldson shares in Q3 2023, an estimated $21.9K.
Your Advocates Ltd first reported a position in Donaldson in Q2 2023 and held it in 1 quarter.
Your Advocates Ltd's Donaldson position peaked at $21.9K in Q2 2023.
451 funds tracked by Wall St. Rank held Donaldson as of Q3 2023.

Based on Your Advocates Ltd's 13F filing for Q3 2023, filed 2 Nov 2023.