Cresset 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 | $884K | Buy |
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|
2025
Q1 | $769K | Buy |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $653K | Buy |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $582K | Buy |
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|
2023
Q1 | $203K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $388K | Sell |
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|
2020
Q2 | $388K | Buy |
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