Eagle Ridge Investment Management’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$23M	Sell	341,056 -2,827	-0.8%	-$190K	2%	20
2024 Q3	$25.3M	Buy	343,883 +3,300	+1%	+$243K	2.22%	17
2024 Q2	$24.4M	Buy	340,583 +1,127	+0.3%	+$80.6K	2.26%	14
2024 Q1	$25.4M	Buy	+339,456	New	+$25.4M	2.33%	15