Aviva
DCI icon

Aviva’s Donaldson DCI Stock Holding History

Aviva’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
2025
Q3 		– Sell
-5,828
Closed -$404K – 887
2025
Q2 		$404K Sell
5,828
-3,070
-35% -$206K ﹤0.01% 854
2025
Q1 		$597K Buy
8,898
+797
+10% +$55.1K ﹤0.01% 710
2024
Q4 		$546K Sell
8,101
-781
-9% -$57.6K ﹤0.01% 799
2024
Q3 		$655K Buy
8,882
+329
+4% +$23.8K ﹤0.01% 744
2024
Q2 		$612K Sell
8,553
-388
-4% -$28.5K ﹤0.01% 757
2024
Q1 		$668K Sell
8,941
-917
-9% -$62.4K ﹤0.01% 746
2023
Q4 		$644K Buy
9,858
+85
+0.9% +$5.18K ﹤0.01% 805
2023
Q3 		$583K Sell
9,773
-13,195
-57% -$817K ﹤0.01% 811
2023
Q2 		$1.44M Buy
22,968
+617
+3% +$38.6K 0.01% 737
2023
Q1 		$1.46M Buy
22,351
+10,955
+96% +$688K 0.01% 761
2022
Q4 		$671K Buy
+11,396
New +$653K ﹤0.01% 944
2022
Q1 		– Sell
-42,440
Closed -$2.52M – 1072
2021
Q4 		$2.52M Buy
42,440
+14,588
+52% +$864K 0.01% 798
2021
Q3 		$1.6M Buy
+27,852
New +$1.8M 0.01% 859
2021
Q2 		– Sell
-20,705
Closed -$1.2M – 895
2021
Q1 		$1.2M Sell
20,705
-6,286
-23% -$376K 0.01% 841
2020
Q4 		$1.51M Sell
26,991
-21,884
-45% -$1.15M 0.01% 762
2020
Q3 		$2.27M Sell
48,875
-915
-2% -$44.5K 0.01% 713
2020
Q2 		$2.32M Sell
49,790
-47,909
-49% -$2.12M 0.01% 670
2020
Q1 		$3.77M Buy
97,699
+63,194
+183% +$3.09M 0.03% 501
2019
Q4 		$1.99M Buy
+34,505
New +$1.88M 0.01% 722

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return