Johnson Financial Group Inc (Wisconsin)’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-19
| Closed | -$1.69K | – | 920 |
|
|
2025
Q4 | $1.69K | Buy |
+19
| New | +$1.65K | ﹤0.01% | 839 |
|
|
2025
Q2 | – | Sell |
-595
| Closed | -$39.9K | – | 752 |
|
|
2025
Q1 | $39.9K | Hold |
595
| – | – | ﹤0.01% | 652 |
|
|
2024
Q4 | $42.4K | Buy |
595
+195
| +49% | +$14.4K | ﹤0.01% | 518 |
|
|
2024
Q3 | $29.5K | Buy |
+400
| New | +$28.9K | ﹤0.01% | 569 |
|
|
2024
Q1 | – | Sell |
-1,921
| Closed | -$126K | – | 827 |
|
|
2023
Q4 | $126K | Hold |
1,921
| – | – | 0.01% | 350 |
|
|
2023
Q3 | $115K | Hold |
1,921
| – | – | 0.01% | 298 |
|
|
2023
Q2 | $120K | Sell |
1,921
-4,690
| -71% | -$293K | 0.01% | 315 |
|
|
2023
Q1 | $432K | Buy |
+6,611
| New | +$415K | 0.03% | 201 |
|
|
2022
Q3 | – | Sell |
-3,655
| Closed | -$176K | – | 667 |
|
|
2022
Q2 | $176K | Buy |
3,655
+835
| +30% | +$42.1K | 0.01% | 260 |
|
|
2022
Q1 | $146K | Buy |
2,820
+610
| +28% | +$33.2K | 0.01% | 301 |
|
|
2021
Q4 | $131K | Buy |
2,210
+1,210
| +121% | +$71.6K | 0.01% | 325 |
|
|
2021
Q3 | $57K | Hold |
1,000
| – | – | ﹤0.01% | 389 |
|
|
2021
Q2 | $64K | Hold |
1,000
| – | – | ﹤0.01% | 380 |
|
|
2021
Q1 | $58K | Hold |
1,000
| – | – | ﹤0.01% | 381 |
|
|
2020
Q4 | $56K | Buy |
+1,000
| New | +$52.8K | ﹤0.01% | 312 |
|
|
2019
Q4 | – | Sell |
-45
| Closed | -$2K | – | 532 |
|
|
2019
Q3 | $2K | Buy |
+45
| New | +$2.23K | ﹤0.01% | 521 |
|
|
2017
Q2 | – | Sell |
-2,100
| Closed | -$96K | – | 574 |
|
|
2017
Q1 | $96K | Sell |
2,100
-200
| -9% | -$8.66K | 0.01% | 331 |
|
|
2016
Q4 | $97K | Buy |
2,300
+375
| +19% | +$14.9K | 0.01% | 339 |
|
|
2016
Q3 | $72K | Sell |
1,925
-600
| -24% | -$21.9K | 0.01% | 368 |
|
|
2016
Q2 | $87K | Buy |
2,525
+75
| +3% | +$2.5K | 0.01% | 373 |
|
|
2016
Q1 | $78K | Buy |
2,450
+575
| +31% | +$16.9K | 0.02% | 334 |
|
|
2015
Q4 | $54K | Sell |
1,875
-5,600
| -75% | -$165K | 0.01% | 370 |
|
|
2015
Q3 | $210K | Sell |
7,475
-3,200
| -30% | -$103K | 0.05% | 242 |
|
|
2015
Q2 | $382K | Sell |
10,675
-2,000
| -16% | -$72.9K | 0.08% | 195 |
|
|
2015
Q1 | $478K | Sell |
12,675
-1,650
| -12% | -$61.8K | 0.1% | 167 |
|
|
2014
Q4 | $553K | Hold |
14,325
| – | – | 0.13% | 146 |
|
|
2014
Q3 | $583K | Buy |
14,325
+625
| +5% | +$25.5K | 0.15% | 137 |
|
|
2014
Q2 | $580K | Buy |
13,700
+5,600
| +69% | +$234K | 0.15% | 141 |
|
|
2014
Q1 | $343K | Hold |
8,100
| – | – | 0.1% | 165 |
|
|
2013
Q4 | $352K | Sell |
8,100
-4,600
| -36% | -$187K | 0.1% | 165 |
|
|
2013
Q3 | $484K | Sell |
12,700
-6,200
| -33% | -$229K | 0.15% | 136 |
|
|
2013
Q2 | $674K | Buy |
+18,900
| New | +$686K | 0.19% | 103 |
|
Other funds holding DCI
Johnson Financial Group Inc (Wisconsin)'s DCI Position: Q1 2026 in Review
Johnson Financial Group Inc (Wisconsin) sold out of Donaldson (DCI) in Q1 2026, closing a stake of 19 shares — an estimated $1.69K sold.
Johnson Financial Group Inc (Wisconsin) first reported a position in DCI in Q2 2013 and held it in 32 quarters. The position peaked at $674K in Q2 2013. 610 funds tracked by Wall St. Rank hold DCI as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
- Johnson Financial Group Inc (Wisconsin) sold 19 Donaldson shares in Q1 2026, an estimated $1.69K.
- Johnson Financial Group Inc (Wisconsin) first reported a position in Donaldson in Q2 2013 and held it in 32 quarters.
- Johnson Financial Group Inc (Wisconsin)'s Donaldson position peaked at $674K in Q2 2013.
- 610 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.