Capital Fund Management (CFM)
DCI icon

Capital Fund Management (CFM)’s Donaldson DCI Stock Holding History

Capital Fund Management (CFM)’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 		$5.47M Buy
64,482
+38,477
+148% +$3.72M 0.05% 853
2025
Q4 		$2.31M Sell
26,005
-1,015
-4% -$88.2K 0.02% 1633
2025
Q3 		$2.21M Buy
+27,020
New +$2.04M 0.02% 1733
2025
Q2 		– Sell
-44,298
Closed -$2.97M – 2457
2025
Q1 		$2.97M Buy
44,298
+20,202
+84% +$1.4M 0.04% 1248
2024
Q4 		$1.62M Buy
24,096
+5,352
+29% +$395K 0.02% 1582
2024
Q3 		$1.38M Sell
18,744
-9,765
-34% -$706K 0.02% 1587
2024
Q2 		$2.04M Buy
28,509
+5
+0% +$367 0.02% 1375
2024
Q1 		$2.13M Buy
28,504
+10,568
+59% +$719K 0.03% 1407
2023
Q4 		$1.17M Buy
+17,936
New +$1.09M 0.01% 1785
2020
Q4 		– Sell
-22,326
Closed -$1.04M – 1373
2020
Q3 		$1.04M Buy
22,326
+4,729
+27% +$230K 0.03% 867
2020
Q2 		$819K Buy
+17,597
New +$778K 0.03% 751
2017
Q4 		– Sell
-12,900
Closed -$593K – 1851
2017
Q3 		$593K Sell
12,900
-100
-0.8% -$4.63K 0.01% 1134
2017
Q2 		$592K Sell
13,000
-68,760
-84% -$3.17M 0.01% 1077
2017
Q1 		$3.72M Buy
81,760
+46,760
+134% +$2.02M 0.06% 570
2016
Q4 		$1.47M Buy
+35,000
New +$1.39M 0.03% 874
2014
Q4 		– Sell
-21,300
Closed -$865K – 1650
2014
Q3 		$865K Buy
+21,300
New +$867K 0.03% 970

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Invesco
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