KI
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Kapitalo Investimentos’s Donaldson DCI Stock Holding History

Kapitalo Investimentos’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
-3,650
Closed -$246K – 153
2024
Q4 		$246K Buy
3,650
+101
+3% +$7.45K 0.16% 67
2024
Q3 		$262K Buy
+3,549
New +$257K 0.06% 115
2023
Q4 		– Sell
-1,090
Closed -$65K – 570
2023
Q3 		$65K Sell
1,090
-3,033
-74% -$188K 0.01% 456
2023
Q2 		$258K Buy
+4,123
New +$258K 0.05% 203

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
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kapitalo Investimentos's DCI Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Donaldson (DCI) in Q1 2025, closing a stake of 3,650 shares — an estimated $246K sold.

Kapitalo Investimentos first reported a position in DCI in Q2 2023 and held it in 4 quarters. The position peaked at $262K in Q3 2024. 519 funds tracked by Wall St. Rank hold DCI as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Donaldson position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,650 Donaldson shares in Q1 2025, an estimated $246K.
  • Kapitalo Investimentos first reported a position in Donaldson in Q2 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Donaldson position peaked at $262K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held Donaldson as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.