Jacobs Levy Equity Management
DCI icon

Jacobs Levy Equity Management’s Donaldson DCI Stock Holding History

Jacobs Levy Equity 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
-64,449
Closed -$4.47M – 999
2025
Q2 		$4.47M Sell
64,449
-70,373
-52% -$4.73M 0.02% 459
2025
Q1 		$9.04M Buy
134,822
+87,277
+184% +$6.04M 0.04% 356
2024
Q4 		$3.2M Buy
47,545
+25,428
+115% +$1.88M 0.01% 513
2024
Q3 		$1.63M Buy
+22,117
New +$1.6M 0.01% 639
2017
Q4 		– Sell
-42,590
Closed -$1.96M – 1001
2017
Q3 		$1.96M Buy
42,590
+3,340
+9% +$155K 0.04% 447
2017
Q2 		$1.79M Buy
+39,250
New +$1.81M 0.04% 453

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

Jacobs Levy Equity Management's DCI Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Donaldson (DCI) in Q3 2025, closing a stake of 64,449 shares — an estimated $4.47M sold.

Jacobs Levy Equity Management first reported a position in DCI in Q2 2017 and held it in 6 quarters. The position peaked at $9.04M in Q1 2025. 563 funds tracked by Wall St. Rank hold DCI as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Donaldson position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 64,449 Donaldson shares in Q3 2025, an estimated $4.47M.
  • Jacobs Levy Equity Management first reported a position in Donaldson in Q2 2017 and held it in 6 quarters.
  • Jacobs Levy Equity Management's Donaldson position peaked at $9.04M in Q1 2025.
  • 563 funds tracked by Wall St. Rank held Donaldson as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.