Martingale Asset Management’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$619K Sell
2025
Q2
$574K Sell
2025
Q1
$582K Hold
2024
Q4
$584K Sell
2024
Q3
$4.58M Sell
2024
Q2
$17M Sell
2024
Q1
$19.9M Sell
2023
Q4
$18.5M Buy
2023
Q3
$7.98M Buy
2023
Q2
$6.69M Buy
2023
Q1
$6.69M Buy
2022
Q4
$1.08M Buy
2022
Q3
$368K Sell
2022
Q2
$454K Sell
2022
Q1
$528K Buy
2021
Q4
$325K Buy