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Longfellow Investment Management’s Donaldson DCI Stock Holding History

Longfellow 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
2025
Q2 		– Sell
-10
Closed -$671 – 273
2025
Q1 		$671 Hold
10
– – ﹤0.01% 257
2024
Q4 		$674 Hold
10
– – ﹤0.01% 263
2024
Q3 		$737 Hold
10
– – ﹤0.01% 244
2024
Q2 		$716 Hold
10
– – ﹤0.01% 240
2024
Q1 		$747 Hold
10
– – ﹤0.01% 255
2023
Q4 		$654 Hold
10
– – ﹤0.01% 235
2023
Q3 		$596 Hold
10
– – ﹤0.01% 227
2023
Q2 		$625 Hold
10
– – ﹤0.01% 258
2023
Q1 		$653 Hold
10
– – ﹤0.01% 260
2022
Q4 		$589 Buy
10
+5
+100% +$286 ﹤0.01% 268
2022
Q3 		$0 Hold
5
– – ﹤0.01% 339
2022
Q2 		$1K Hold
5
– – ﹤0.01% 324
2022
Q1 		$1K Hold
5
– – ﹤0.01% 353
2021
Q4 		$1K Hold
5
– – ﹤0.01% 359
2021
Q3 		$1K Hold
5
– – ﹤0.01% 386
2021
Q2 		$1K Hold
5
– – ﹤0.01% 401
2021
Q1 		$1K Hold
5
– – ﹤0.01% 458
2020
Q4 		$1K Buy
+5
New +$264 ﹤0.01% 478

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 $146B AUM 55.73% 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 $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Longfellow Investment Management's DCI Position: Q2 2025 in Review

Longfellow Investment Management sold out of Donaldson (DCI) in Q2 2025, closing a stake of 10 shares — an estimated $671 sold.

Longfellow Investment Management first reported a position in DCI in Q4 2020 and held it in 18 quarters. The position peaked at $1K in Q2 2022. 527 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

  • Longfellow Investment Management reported no remaining Donaldson position as of Q2 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 10 Donaldson shares in Q2 2025, an estimated $671.
  • Longfellow Investment Management first reported a position in Donaldson in Q4 2020 and held it in 18 quarters.
  • Longfellow Investment Management's Donaldson position peaked at $1K in Q2 2022.
  • 527 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on Longfellow Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.