IIM
INTECH Investment Management’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
4,345
-5,409
| -55% | -$375K | ﹤0.01% | 1856 |
|
|
2025
Q1 | $654K | Buy |
9,754
+373
| +4% | +$25K | 0.01% | 1464 |
|
|
2024
Q4 | $632K | Buy |
9,381
+5,736
| +157% | +$386K | 0.01% | 1425 |
|
|
2024
Q3 | $269K | Sell |
3,645
-6,438
| -64% | -$474K | ﹤0.01% | 1575 |
|
|
2024
Q2 | $722K | Buy |
+10,083
| New | +$722K | 0.01% | 711 |
|
|
2024
Q1 | – | Sell |
-21,554
| Closed | -$1.41M | – | 672 |
|
|
2023
Q4 | $1.41M | Sell |
21,554
-5,890
| -21% | -$385K | 0.02% | 381 |
|
|
2023
Q3 | $1.64M | Buy |
27,444
+16,674
| +155% | +$994K | 0.02% | 375 |
|
|
2023
Q2 | $673K | Buy |
+10,770
| New | +$673K | 0.01% | 540 |
|