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 $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return