Jacobs Levy Equity Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Sell |
64,449
-70,373
| -52% | -$4.88M | 0.02% | 459 |
|
|
2025
Q1 | $9.04M | Buy |
134,822
+87,277
| +184% | +$5.85M | 0.04% | 356 |
|
|
2024
Q4 | $3.2M | Buy |
47,545
+25,428
| +115% | +$1.71M | 0.01% | 513 |
|
|
2024
Q3 | $1.63M | Buy |
+22,117
| New | +$1.63M | 0.01% | 639 |
|
|
2017
Q4 | – | Sell |
-42,590
| Closed | -$1.96M | – | 1001 |
|
|
2017
Q3 | $1.96M | Buy |
42,590
+3,340
| +9% | +$153K | 0.04% | 447 |
|
|
2017
Q2 | $1.79M | Buy |
+39,250
| New | +$1.79M | 0.04% | 453 |
|