GRP
DCI icon

Global Retirement Partners’s Donaldson DCI Stock Holding History

Global Retirement Partners’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
Q4 		$134K Buy
1,506
+1,433
+1,963% +$124K ﹤0.01% 1720
2025
Q3 		$5.97K Hold
73
– – ﹤0.01% 2908
2025
Q2 		$5.06K Buy
+73
New +$4.91K ﹤0.01% 2906
2024
Q4 		$121K Sell
1,803
-7,644
-81% -$564K ﹤0.01% 1179
2024
Q3 		$696K Sell
9,447
-18
-0.2% -$1.3K 0.02% 538
2024
Q2 		$677K Buy
9,465
+8,951
+1,741% +$657K 0.02% 526
2024
Q1 		$38.4K Buy
514
+476
+1,253% +$32.4K ﹤0.01% 1522
2023
Q4 		$2.41K Hold
38
– – ﹤0.01% 2605
2023
Q3 		$2.26K Hold
38
– – ﹤0.01% 2488
2023
Q2 		$2.38K Hold
38
– – ﹤0.01% 2478
2023
Q1 		$2.46K Buy
+38
New +$2.39K ﹤0.01% 2426
2021
Q2 		– Sell
-74
Closed -$4K – 1879
2021
Q1 		$4K Buy
+74
New +$4.42K ﹤0.01% 1512

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Kayne Anderson Rudnick Investment Management
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Morgan Stanley
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BTW
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return