JCA
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Jade Capital Advisors’s Donaldson DCI Stock Holding History

Jade Capital Advisors’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
2024
Q3 		$737K Buy
+10,000
New +$723K 0.46% 68

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Jade Capital Advisors's DCI Position: Q3 2024 in Review

Jade Capital Advisors opened a new position in Donaldson (DCI) in Q3 2024: 10,000 shares worth $737K. The stake represents 0.46% of the portfolio and ranks #68 among its holdings.

535 funds tracked by Wall St. Rank hold DCI as of Q3 2024.

  • Jade Capital Advisors held 10,000 shares of Donaldson worth $737K as of Q3 2024.
  • Donaldson was a new Jade Capital Advisors position in Q3 2024.
  • Donaldson made up 0.46% of Jade Capital Advisors's portfolio in Q3 2024, its #68 holding.
  • 535 funds tracked by Wall St. Rank held Donaldson as of Q3 2024.

Based on Jade Capital Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.