CI Investments Inc’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $482K | Sell |
5,675
-4
| -0.1% | -$386 | ﹤0.01% | 490 |
|
|
2025
Q4 | $504K | Buy |
5,679
+877
| +18% | +$76.2K | ﹤0.01% | 491 |
|
|
2025
Q3 | $393K | Sell |
4,802
-567
| -11% | -$42.8K | ﹤0.01% | 558 |
|
|
2025
Q2 | $372K | Sell |
5,369
-312
| -5% | -$21K | ﹤0.01% | 585 |
|
|
2025
Q1 | $381K | Buy |
5,681
+524
| +10% | +$36.2K | ﹤0.01% | 584 |
|
|
2024
Q4 | $347K | Buy |
5,157
+2,169
| +73% | +$160K | ﹤0.01% | 596 |
|
|
2024
Q3 | $220K | Buy |
2,988
+332
| +13% | +$24K | ﹤0.01% | 637 |
|
|
2024
Q2 | $190K | Sell |
2,656
-15
| -0.6% | -$1.1K | ﹤0.01% | 639 |
|
|
2024
Q1 | $199K | Buy |
2,671
+415
| +18% | +$28.2K | ﹤0.01% | 702 |
|
|
2023
Q4 | $147K | Buy |
2,256
+110
| +5% | +$6.7K | ﹤0.01% | 755 |
|
|
2023
Q3 | $128K | Buy |
2,146
+36
| +2% | +$2.23K | ﹤0.01% | 772 |
|
|
2023
Q2 | $132K | Buy |
2,110
+139
| +7% | +$8.7K | ﹤0.01% | 715 |
|
|
2023
Q1 | $129K | Buy |
1,971
+32
| +2% | +$2.01K | ﹤0.01% | 686 |
|
|
2022
Q4 | $114K | Sell |
1,939
-375
| -16% | -$21.5K | ﹤0.01% | 711 |
|
|
2022
Q3 | $113K | Sell |
2,314
-60
| -3% | -$3.13K | ﹤0.01% | 684 |
|
|
2022
Q2 | $114K | Sell |
2,374
-1,288
| -35% | -$64.9K | ﹤0.01% | 697 |
|
|
2022
Q1 | $190K | Sell |
3,662
-614
| -14% | -$33.4K | ﹤0.01% | 710 |
|
|
2021
Q4 | $253K | Sell |
4,276
-511
| -11% | -$30.3K | ﹤0.01% | 721 |
|
|
2021
Q3 | $275K | Buy |
4,787
+110
| +2% | +$7.09K | ﹤0.01% | 688 |
|
|
2021
Q2 | $297K | Buy |
4,677
+1,773
| +61% | +$110K | ﹤0.01% | 687 |
|
|
2021
Q1 | $169K | Sell |
2,904
-628
| -18% | -$37.5K | ﹤0.01% | 694 |
|
|
2020
Q4 | $197K | Buy |
3,532
+2,141
| +154% | +$113K | ﹤0.01% | 668 |
|
|
2020
Q3 | $65K | Buy |
+1,391
| New | +$67.6K | ﹤0.01% | 709 |
|
Other funds holding DCI
VPM
VCM
