Mercer Global Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Sell |
9,626
-1,137
| -11% | -$78.9K | ﹤0.01% | 1385 |
|
|
2025
Q1 | $722K | Buy |
10,763
+3,945
| +58% | +$265K | ﹤0.01% | 1290 |
|
|
2024
Q4 | $459K | Buy |
+6,818
| New | +$459K | ﹤0.01% | 1494 |
|
|
2022
Q1 | – | Sell |
-3,435
| Closed | -$204K | – | 1885 |
|
|
2021
Q4 | $204K | Buy |
+3,435
| New | +$204K | ﹤0.01% | 1644 |
|
|
2021
Q3 | – | Sell |
-3,967
| Closed | -$252K | – | 1764 |
|
|
2021
Q2 | $252K | Buy |
3,967
+472
| +14% | +$30K | ﹤0.01% | 1458 |
|
|
2021
Q1 | $203K | Buy |
+3,495
| New | +$203K | ﹤0.01% | 1472 |
|