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LECAP Asset Management’s Donaldson DCI Stock Holding History

LECAP Asset 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
2026
Q1 		– Sell
-2,905
Closed -$258K – 302
2025
Q4 		$258K Buy
+2,905
New +$252K 0.1% 253
2024
Q4 		– Sell
-10,221
Closed -$753K – 318
2024
Q3 		$753K Sell
10,221
-8,909
-47% -$644K 0.16% 218
2024
Q2 		$1.37M Buy
19,130
+8,041
+73% +$590K 0.3% 137
2024
Q1 		$828K Buy
11,089
+3,508
+46% +$239K 0.17% 212
2023
Q4 		$495K Buy
+7,581
New +$462K 0.18% 204

Other funds holding DCI

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LECAP Asset Management's DCI Position: Q1 2026 in Review

LECAP Asset Management sold out of Donaldson (DCI) in Q1 2026, closing a stake of 2,905 shares — an estimated $258K sold.

LECAP Asset Management first reported a position in DCI in Q4 2023 and held it in 5 quarters. The position peaked at $1.37M in Q2 2024. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • LECAP Asset Management reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • LECAP Asset Management sold 2,905 Donaldson shares in Q1 2026, an estimated $258K.
  • LECAP Asset Management first reported a position in Donaldson in Q4 2023 and held it in 5 quarters.
  • LECAP Asset Management's Donaldson position peaked at $1.37M in Q2 2024.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.