BCV
DCI icon

Banque Cantonale Vaudoise’s Donaldson DCI Stock Holding History

Banque Cantonale Vaudoise’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
Q2 		– Sell
-12,416
Closed -$927K – 1011
2024
Q1 		$927K Sell
12,416
-593
-5% -$40.3K 0.04% 359
2023
Q4 		$850K Sell
13,009
-688
-5% -$41.9K 0.04% 365
2023
Q3 		$817K Sell
13,697
-141
-1% -$8.73K 0.04% 357
2023
Q2 		$865K Sell
13,838
-274
-2% -$17.1K 0.04% 381
2023
Q1 		$922K Sell
14,112
-667
-5% -$41.9K 0.05% 324
2022
Q4 		$870K Sell
14,779
-688
-4% -$39.4K 0.05% 334
2022
Q3 		$758K Sell
15,467
-1,203
-7% -$62.8K 0.04% 391
2022
Q2 		$802K Sell
16,670
-410
-2% -$20.7K 0.04% 393
2022
Q1 		$887K Sell
17,080
-197
-1% -$10.7K 0.04% 417
2021
Q4 		$1.02M Sell
17,277
-82
-0.5% -$4.85K 0.04% 407
2021
Q3 		$997K Buy
17,359
+254
+1% +$16.4K 0.04% 411
2021
Q2 		$1.09M Buy
17,105
+684
+4% +$42.3K 0.05% 405
2021
Q1 		$955K Buy
16,421
+2,853
+21% +$171K 0.05% 380
2020
Q4 		$758K Buy
13,568
+2,618
+24% +$138K 0.04% 379
2020
Q3 		$508K Buy
+10,950
New +$532K 0.03% 436

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
Franklin Resources
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
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return