Ameritas Investment Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
53,528
+926
| +2% | +$64.2K | 0.12% | 153 |
|
|
2025
Q1 | $3.53M | Sell |
52,602
-603
| -1% | -$40.4K | 0.12% | 145 |
|
|
2024
Q4 | $3.58M | Sell |
53,205
-494
| -0.9% | -$33.3K | 0.12% | 147 |
|
|
2024
Q3 | $3.96M | Sell |
53,699
-967
| -2% | -$71.3K | 0.13% | 137 |
|
|
2024
Q2 | $3.91M | Sell |
54,666
-1,072
| -2% | -$76.7K | 0.13% | 130 |
|
|
2024
Q1 | $4.16M | Buy |
55,738
+84
| +0.2% | +$6.27K | 0.14% | 121 |
|
|
2023
Q4 | $3.64M | Buy |
55,654
+1,900
| +4% | +$124K | 0.13% | 134 |
|
|
2023
Q3 | $3.21M | Sell |
53,754
-3,106
| -5% | -$185K | 0.13% | 140 |
|
|
2023
Q2 | $3.55M | Buy |
56,860
+12,390
| +28% | +$775K | 0.13% | 134 |
|
|
2023
Q1 | $2.91M | Sell |
44,470
-412
| -0.9% | -$26.9K | 0.12% | 172 |
|
|
2022
Q4 | $2.69M | Buy |
44,882
+1,928
| +4% | +$115K | 0.11% | 194 |
|
|
2022
Q3 | $2.1M | Sell |
42,954
-803
| -2% | -$39.3K | 0.09% | 218 |
|
|
2022
Q2 | $2.11M | Buy |
43,757
+51
| +0.1% | +$2.45K | 0.09% | 223 |
|
|
2022
Q1 | $2.27M | Buy |
43,706
+1,240
| +3% | +$64.4K | 0.08% | 269 |
|
|
2021
Q4 | $2.52M | Hold |
42,466
| – | – | 0.08% | 252 |
|
|
2021
Q3 | $2.44M | Sell |
42,466
-824
| -2% | -$47.3K | 0.09% | 238 |
|
|
2021
Q2 | $2.75M | Sell |
43,290
-490
| -1% | -$31.1K | 0.1% | 209 |
|
|
2021
Q1 | $2.53M | Sell |
43,780
-310
| -0.7% | -$17.9K | 0.1% | 228 |
|
|
2020
Q4 | $2.46M | Sell |
44,090
-818
| -2% | -$45.7K | 0.11% | 208 |
|
|
2020
Q3 | $2.09M | Sell |
44,908
-780
| -2% | -$36.2K | 0.09% | 220 |
|
|
2020
Q2 | $2.12M | Buy |
45,688
+990
| +2% | +$46K | 0.1% | 195 |
|
|
2020
Q1 | $1.73M | Hold |
44,698
| – | – | 0.1% | 208 |
|
|
2019
Q4 | $2.58M | Sell |
44,698
-3,848
| -8% | -$222K | 0.11% | 172 |
|
|
2019
Q3 | $2.53M | Sell |
48,546
-1,057
| -2% | -$55K | 0.12% | 176 |
|
|
2019
Q2 | $2.52M | Sell |
49,603
-484
| -1% | -$24.6K | 0.11% | 174 |
|
|
2019
Q1 | $2.51M | Hold |
50,087
| – | – | 0.12% | 170 |
|
|
2018
Q4 | $2.17M | Sell |
50,087
-524
| -1% | -$22.7K | 0.12% | 172 |
|
|
2018
Q3 | $2.95M | Sell |
50,611
-296
| -0.6% | -$17.2K | 0.14% | 147 |
|
|
2018
Q2 | $2.3M | Sell |
50,907
-479
| -0.9% | -$21.6K | 0.11% | 192 |
|
|
2018
Q1 | $2.32M | Buy |
51,386
+2,600
| +5% | +$117K | 0.11% | 201 |
|
|
2017
Q4 | $2.39M | Sell |
48,786
-646
| -1% | -$31.6K | 0.11% | 206 |
|
|
2017
Q3 | $2.32M | Hold |
49,432
| – | – | 0.11% | 201 |
|
|
2017
Q2 | $2.25M | Buy |
49,432
+603
| +1% | +$27.4K | 0.11% | 204 |
|
|
2017
Q1 | $2.22M | Buy |
48,829
+111
| +0.2% | +$5.05K | 0.11% | 204 |
|
|
2016
Q4 | $2.05M | Hold |
48,718
| – | – | 0.1% | 227 |
|
|
2016
Q3 | $1.82M | Buy |
48,718
+29,169
| +149% | +$1.09M | 0.1% | 230 |
|
|
2016
Q2 | $672K | Buy |
19,549
+930
| +5% | +$32K | 0.04% | 463 |
|
|
2016
Q1 | $594K | Hold |
18,619
| – | – | 0.04% | 495 |
|
|
2015
Q4 | $534K | Sell |
18,619
-471
| -2% | -$13.5K | 0.04% | 526 |
|
|
2015
Q3 | $536K | Hold |
19,090
| – | – | 0.04% | 506 |
|
|
2015
Q2 | $683K | Hold |
19,090
| – | – | 0.04% | 438 |
|
|
2015
Q1 | $720K | Buy |
19,090
+316
| +2% | +$11.9K | 0.05% | 430 |
|
|
2014
Q4 | $725K | Sell |
18,774
-812
| -4% | -$31.4K | 0.05% | 405 |
|
|
2014
Q3 | $796K | Hold |
19,586
| – | – | 0.06% | 355 |
|
|
2014
Q2 | $829K | Sell |
19,586
-798
| -4% | -$33.8K | 0.06% | 354 |
|
|
2014
Q1 | $864K | Sell |
20,384
-809
| -4% | -$34.3K | 0.07% | 334 |
|
|
2013
Q4 | $921K | Sell |
21,193
-235
| -1% | -$10.2K | 0.07% | 314 |
|
|
2013
Q3 | $817K | Buy |
+21,428
| New | +$817K | 0.08% | 327 |
|