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Aigen Investment Management’s Donaldson DCI Stock Holding History

Aigen Investment 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
2024
Q3 		– Sell
-4,983
Closed -$357K – 789
2024
Q2 		$357K Buy
+4,983
New +$366K 0.07% 420
2023
Q1 		– Sell
-3,615
Closed -$213K – 666
2022
Q4 		$213K Buy
+3,615
New +$207K 0.03% 441
2021
Q2 		– Sell
-3,559
Closed -$207K – 531
2021
Q1 		$207K Buy
+3,559
New +$213K 0.03% 535
2020
Q2 		– Sell
-177
Closed -$7K – 921
2020
Q1 		$7K Buy
+177
New +$8.66K ﹤0.01% 1156

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Aigen Investment Management's DCI Position: Q3 2024 in Review

Aigen Investment Management sold out of Donaldson (DCI) in Q3 2024, closing a stake of 4,983 shares — an estimated $357K sold.

Aigen Investment Management first reported a position in DCI in Q1 2020 and held it in 4 quarters. The position peaked at $357K in Q2 2024. 536 funds tracked by Wall St. Rank hold DCI as of Q3 2024.

  • Aigen Investment Management reported no remaining Donaldson position as of Q3 2024 after selling out during the quarter.
  • Aigen Investment Management sold 4,983 Donaldson shares in Q3 2024, an estimated $357K.
  • Aigen Investment Management first reported a position in Donaldson in Q1 2020 and held it in 4 quarters.
  • Aigen Investment Management's Donaldson position peaked at $357K in Q2 2024.
  • 536 funds tracked by Wall St. Rank held Donaldson as of Q3 2024.

Based on Aigen Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.