MCM
DCI icon

MAI Capital Management’s Donaldson DCI Stock Holding History

MAI Capital 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
2026
Q1 		$34.3K Buy
404
+125
+45% +$12.1K ﹤0.01% 2480
2025
Q4 		$24.7K Buy
279
+223
+398% +$19.4K ﹤0.01% 2404
2025
Q3 		$4.6K Sell
56
-61
-52% -$4.6K ﹤0.01% 3051
2025
Q2 		$8.11K Buy
117
+103
+736% +$6.93K ﹤0.01% 2837
2025
Q1 		$939 Hold
14
– – ﹤0.01% 3149
2024
Q4 		$943 Buy
+14
New +$1.03K ﹤0.01% 3202
2014
Q3 		– Sell
-14,319
Closed -$606K – 402
2014
Q2 		$606K Buy
14,319
+2,753
+24% +$115K 0.06% 211
2014
Q1 		$490K Sell
11,566
-579
-5% -$24.4K 0.05% 234
2013
Q4 		$528K Buy
12,145
+180
+2% +$7.33K 0.06% 216
2013
Q3 		$456K Hold
11,965
– – 0.06% 204
2013
Q2 		$427K Buy
+11,965
New +$435K 0.06% 203

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BlackRock
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return