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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

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Fidelity Investments
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BTW
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Geode Capital Management
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FMI
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