Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Donaldson DCI Stock Holding History

Luther King Capital Management (LKCM)’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
2024
Q1 		– Sell
-3,382
Closed -$221K – 605
2023
Q4 		$221K Sell
3,382
-300
-8% -$18.3K ﹤0.01% 552
2023
Q3 		$220K Hold
3,682
– – ﹤0.01% 551
2023
Q2 		$230K Sell
3,682
-150
-4% -$9.38K ﹤0.01% 561
2023
Q1 		$250K Sell
3,832
-200
-5% -$12.6K ﹤0.01% 536
2022
Q4 		$237K Buy
+4,032
New +$231K ﹤0.01% 536
2022
Q1 		– Sell
-3,832
Closed -$227K – 613
2021
Q4 		$227K Sell
3,832
-349
-8% -$20.7K ﹤0.01% 590
2021
Q3 		$240K Hold
4,181
– – ﹤0.01% 568
2021
Q2 		$266K Buy
4,181
+158
+4% +$9.77K ﹤0.01% 564
2021
Q1 		$234K Sell
4,023
-105
-3% -$6.28K ﹤0.01% 525
2020
Q4 		$231K Buy
+4,128
New +$218K ﹤0.01% 522
2015
Q2 		– Sell
-6,807
Closed -$257K – 554
2015
Q1 		$257K Sell
6,807
-2,200
-24% -$82.4K ﹤0.01% 498
2014
Q4 		$348K Hold
9,007
– – ﹤0.01% 474
2014
Q3 		$366K Hold
9,007
– – ﹤0.01% 480
2014
Q2 		$381K Buy
9,007
+3,000
+50% +$125K ﹤0.01% 478
2014
Q1 		$255K Buy
+6,007
New +$253K ﹤0.01% 491
2013
Q4 		– Sell
-9,707
Closed -$370K – 545
2013
Q3 		$370K Sell
9,707
-5,500
-36% -$203K ﹤0.01% 581
2013
Q2 		$542K Buy
+15,207
New +$552K 0.01% 522

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Luther King Capital Management (LKCM)'s DCI Position: Q1 2024 in Review

Luther King Capital Management (LKCM) sold out of Donaldson (DCI) in Q1 2024, closing a stake of 3,382 shares — an estimated $221K sold.

Luther King Capital Management (LKCM) first reported a position in DCI in Q2 2013 and held it in 17 quarters. The position peaked at $542K in Q2 2013. 503 funds tracked by Wall St. Rank hold DCI as of Q1 2024.

  • Luther King Capital Management (LKCM) reported no remaining Donaldson position as of Q1 2024 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 3,382 Donaldson shares in Q1 2024, an estimated $221K.
  • Luther King Capital Management (LKCM) first reported a position in Donaldson in Q2 2013 and held it in 17 quarters.
  • Luther King Capital Management (LKCM)'s Donaldson position peaked at $542K in Q2 2013.
  • 503 funds tracked by Wall St. Rank held Donaldson as of Q1 2024.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2024, filed 14 May 2024.