Congress 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
2014
Q4
Sell
2014
Q3
$229K Sell
2014
Q2
$20.4M Buy
2014
Q1
$18.8M Buy
2013
Q4
$12.6M Sell
2013
Q3
$13.6M Buy
2013
Q2
$11.8M Buy