Barrett Asset Management’s Donaldson DCI Stock Holding History

Barrett Asset 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
2022 Q1	$1.7M	Sell
2021 Q4	$1.94M	Sell
2021 Q3	$1.93M	Hold
2021 Q2	$2.13M	Hold
2021 Q1	$1.95M	Sell
2020 Q4	$2.07M	Sell
2020 Q3	$1.74M	Hold
2020 Q2	$1.75M	Sell
2020 Q1	$1.49M	Sell
2019 Q4	$2.42M	Sell
2019 Q3	$2.25M	Sell
2019 Q2	$2.25M	Hold
2019 Q1	$2.22M	Hold
2018 Q4	$1.92M	Sell
2018 Q3	$2.65M	Sell
2018 Q2	$2.17M	Sell
2018 Q1	$2.65M	Hold
2017 Q4	$2.88M	Sell
2017 Q3	$3.08M	Sell
2017 Q2	$3.62M	Sell
2017 Q1	$4.08M	Sell
2016 Q4	$3.78M	Sell
2016 Q3	$3.38M	Sell
2016 Q2	$3.21M	Sell
2016 Q1	$3.07M	Sell
2015 Q4	$3.63M	Sell
2015 Q3	$3.56M	Sell
2015 Q2	$6.19M	Sell
2015 Q1	$6.62M	Sell
2014 Q4	$8.43M	Sell
2014 Q3	$8.98M	Sell
2014 Q2	$11.6M	Sell
2014 Q1	$11.9M	Sell
2013 Q4	$12.4M	Sell
2013 Q3	$11M	Sell
2013 Q2	$11.3M	Buy