Jefferies Financial Group
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Jefferies Financial Group’s Donaldson DCI Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-10,673
Closed -$719K – 1692
2024
Q4 		$719K Buy
+10,673
New +$787K ﹤0.01% 999
2024
Q2 		– Sell
-9,258
Closed -$691K – 1509
2024
Q1 		$691K Buy
+9,258
New +$630K 0.01% 946
2023
Q3 		– Sell
-11,166
Closed -$698K – 1677
2023
Q2 		$698K Buy
+11,166
New +$699K 0.01% 1060

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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 $3.38T AUM 44.17% 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
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jefferies Financial Group's DCI Position: Q1 2025 in Review

Jefferies Financial Group sold out of Donaldson (DCI) in Q1 2025, closing a stake of 10,673 shares — an estimated $719K sold.

Jefferies Financial Group first reported a position in DCI in Q2 2023 and held it in 3 quarters. The position peaked at $719K in Q4 2024. 521 funds tracked by Wall St. Rank hold DCI as of Q1 2025.

  • Jefferies Financial Group reported no remaining Donaldson position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 10,673 Donaldson shares in Q1 2025, an estimated $719K.
  • Jefferies Financial Group first reported a position in Donaldson in Q2 2023 and held it in 3 quarters.
  • Jefferies Financial Group's Donaldson position peaked at $719K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Donaldson as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.