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Freedom Investment Management’s Donaldson DCI Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-3,050
Closed -$212K – 288
2025
Q2 		$212K Sell
3,050
-726
-19% -$48.8K 0.02% 692
2025
Q1 		$253K Buy
+3,776
New +$261K 0.02% 647
2024
Q4 		– Sell
-3,522
Closed -$260K – 763
2024
Q3 		$260K Sell
3,522
-435
-11% -$31.5K 0.02% 645
2024
Q2 		$283K Buy
3,957
+505
+15% +$37.1K 0.02% 621
2024
Q1 		$258K Buy
+3,452
New +$235K 0.02% 661

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Freedom Investment Management's DCI Position: Q3 2025 in Review

Freedom Investment Management sold out of Donaldson (DCI) in Q3 2025, closing a stake of 3,050 shares — an estimated $212K sold.

Freedom Investment Management first reported a position in DCI in Q1 2024 and held it in 5 quarters. The position peaked at $283K in Q2 2024. 563 funds tracked by Wall St. Rank hold DCI as of Q3 2025.

  • Freedom Investment Management reported no remaining Donaldson position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,050 Donaldson shares in Q3 2025, an estimated $212K.
  • Freedom Investment Management first reported a position in Donaldson in Q1 2024 and held it in 5 quarters.
  • Freedom Investment Management's Donaldson position peaked at $283K in Q2 2024.
  • 563 funds tracked by Wall St. Rank held Donaldson as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.