LOAMU
DCI icon

Lombard Odier Asset Management (USA)’s Donaldson DCI Stock Holding History

Lombard Odier Asset Management (USA)’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
Q4 		– Sell
-6,470
Closed -$530K – 280
2025
Q3 		$530K Buy
6,470
+324
+5% +$24.4K 0.04% 225
2025
Q2 		$426K Buy
+6,146
New +$413K 0.03% 223
2016
Q4 		– Sell
-17,000
Closed -$635K – 189
2016
Q3 		$635K Buy
+17,000
New +$619K 0.06% 220

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Lombard Odier Asset Management (USA)'s DCI Position: Q4 2025 in Review

Lombard Odier Asset Management (USA) sold out of Donaldson (DCI) in Q4 2025, closing a stake of 6,470 shares — an estimated $530K sold.

Lombard Odier Asset Management (USA) first reported a position in DCI in Q3 2016 and held it in 3 quarters. The position peaked at $635K in Q3 2016. 618 funds tracked by Wall St. Rank hold DCI as of Q4 2025.

  • Lombard Odier Asset Management (USA) reported no remaining Donaldson position as of Q4 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 6,470 Donaldson shares in Q4 2025, an estimated $530K.
  • Lombard Odier Asset Management (USA) first reported a position in Donaldson in Q3 2016 and held it in 3 quarters.
  • Lombard Odier Asset Management (USA)'s Donaldson position peaked at $635K in Q3 2016.
  • 618 funds tracked by Wall St. Rank held Donaldson as of Q4 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2025, filed 17 Feb 2026.