JIM
DCI icon

Jupiter Investment Management’s Donaldson DCI Stock Holding History

Jupiter Investment 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
2019
Q1 		– Sell
-11,900
Closed -$516K – 368
2018
Q4 		$516K Buy
11,900
+6,400
+116% +$331K ﹤0.01% 291
2018
Q3 		$320K Sell
5,500
-7,700
-58% -$387K ﹤0.01% 324
2018
Q2 		$595K Buy
+13,200
New +$609K ﹤0.01% 314
2017
Q4 		– Sell
-223,106
Closed -$10.2M – 379
2017
Q3 		$10.2M Buy
223,106
+34,231
+18% +$1.58M 0.11% 134
2017
Q2 		$8.6M Buy
+188,875
New +$8.7M 0.1% 143
2017
Q1 		– Sell
-8,700
Closed -$366K – 421
2016
Q4 		$366K Buy
+8,700
New +$345K 0.01% 280
2015
Q1 		– Sell
-40,200
Closed -$1.55M – 351
2014
Q4 		$1.55M Buy
+40,200
New +$1.6M 0.06% 227
2014
Q3 		– Sell
-8,000
Closed -$338K – 329
2014
Q2 		$338K Buy
+8,000
New +$334K 0.02% 290
2014
Q1 		– Sell
-12,700
Closed -$551K – 355
2013
Q4 		$551K Buy
+12,700
New +$517K 0.05% 262

Other funds holding DCI

Vanguard Group
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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