CG
DCI icon

Clinton Group’s Donaldson DCI Stock Holding History

Clinton Group’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
2017
Q4 		– Sell
-20,030
Closed -$920K – 414
2017
Q3 		$920K Buy
+20,030
New +$927K 0.1% 217
2017
Q1 		– Sell
-113,377
Closed -$4.77M – 943
2016
Q4 		$4.77M Buy
+113,377
New +$4.5M 0.28% 107
2016
Q3 		– Sell
-26,801
Closed -$921K – 933
2016
Q2 		$921K Buy
26,801
+13,154
+96% +$439K 0.04% 512
2016
Q1 		$435K Buy
13,647
+3,895
+40% +$114K 0.03% 657
2015
Q4 		$279K Sell
9,752
-33,058
-77% -$973K 0.02% 651
2015
Q3 		$1.2M Buy
+42,810
New +$1.37M 0.11% 242
2014
Q2 		– Sell
-4,747
Closed -$201K – 342
2014
Q1 		$201K Buy
+4,747
New +$200K 0.07% 314
2013
Q3 		– Sell
-11,851
Closed -$423K – 345
2013
Q2 		$423K Buy
+11,851
New +$430K 0.14% 160

Other funds holding DCI

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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