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Lindbrook Capital’s Donaldson DCI Stock Holding History

Lindbrook Capital’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 		$94.6K Buy
1,410
+945
+203% +$65.4K 0.01% 705
2024
Q4 		$31.3K Hold
465
– – ﹤0.01% 1031
2024
Q3 		$34.3K Sell
465
-52
-10% -$3.76K ﹤0.01% 1002
2024
Q2 		$37K Sell
517
-41
-7% -$3.01K ﹤0.01% 924
2024
Q1 		$41.7K Buy
558
+85
+18% +$5.78K ﹤0.01% 844
2023
Q4 		$30.9K Buy
473
+174
+58% +$10.6K ﹤0.01% 966
2023
Q3 		$17.8K Hold
299
– – ﹤0.01% 1112
2023
Q2 		$18.7K Hold
299
– – ﹤0.01% 1133
2023
Q1 		$19.5K Hold
299
– – ﹤0.01% 1086
2022
Q4 		$17.6K Sell
299
-31
-9% -$1.77K ﹤0.01% 1126
2022
Q3 		$16K Buy
330
+64
+24% +$3.34K ﹤0.01% 1095
2022
Q2 		$13K Sell
266
-10
-4% -$504 ﹤0.01% 1140
2022
Q1 		$14K Sell
276
-68
-20% -$3.7K ﹤0.01% 1148
2021
Q4 		$20K Buy
344
+78
+29% +$4.62K ﹤0.01% 1018
2021
Q3 		$15K Hold
266
– – ﹤0.01% 835
2021
Q2 		$17K Hold
266
– – ﹤0.01% 841
2021
Q1 		$15K Hold
266
– – ﹤0.01% 849
2020
Q4 		$15K Hold
266
– – ﹤0.01% 765
2020
Q3 		$12K Hold
266
– – ﹤0.01% 770
2020
Q2 		$12K Buy
266
+27
+11% +$1.19K ﹤0.01% 767
2020
Q1 		$9K Buy
+239
New +$11.7K ﹤0.01% 784

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $13.1B AUM 24.63% 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

Lindbrook Capital's DCI Position: Q1 2025 in Review

Lindbrook Capital increased its Donaldson (DCI) stake by 203% in Q1 2025, buying an estimated $65.4K and bringing the position to 1,410 shares worth $94.6K. The position accounts for 0.01% of the portfolio, ranked #705.

Lindbrook Capital first reported a position in DCI in Q1 2020 and has held it in 21 quarters since. 520 funds tracked by Wall St. Rank hold DCI as of Q1 2025.

  • Lindbrook Capital held 1,410 shares of Donaldson worth $94.6K as of Q1 2025.
  • Lindbrook Capital bought 945 Donaldson shares in Q1 2025, an estimated $65.4K.
  • Donaldson made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #705 holding.
  • Lindbrook Capital first reported a position in Donaldson in Q1 2020 and has held it in 21 quarters since.
  • 520 funds tracked by Wall St. Rank held Donaldson as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.