AC
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Aristides Capital’s Donaldson DCI Stock Holding History

Aristides Capital’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
2026
Q1 		– Sell
-3,295
Closed -$292K – 201
2025
Q4 		$292K Sell
3,295
-398
-11% -$34.6K 0.05% 124
2025
Q3 		$302K Buy
+3,693
New +$278K 0.04% 157
2025
Q2 		– Sell
-4,069
Closed -$273K – 242
2025
Q1 		$273K Sell
4,069
-229
-5% -$15.8K 0.08% 147
2024
Q4 		$289K Buy
4,298
+1,294
+43% +$95.4K 0.06% 182
2024
Q3 		$221K Buy
+3,004
New +$217K 0.07% 184
2024
Q2 		– Sell
-3,729
Closed -$278K – 287
2024
Q1 		$278K Buy
+3,729
New +$254K 0.1% 155
2020
Q2 		– Sell
-5,443
Closed -$210K – 115
2020
Q1 		$210K Sell
5,443
-5,531
-50% -$271K 0.15% 119
2019
Q4 		$632K Buy
+10,974
New +$597K 0.49% 75

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VPM
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VCM
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State Street
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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return