Close Asset Management’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$90.1M Buy
2025
Q1
$87.1M Buy
2024
Q4
$68.4M Hold
2024
Q3
$74.8M Buy
2024
Q2
$72.3M Buy
2024
Q1
$39.1M Buy
2023
Q4
$8.27M Buy