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Morningstar Investment Management’s Donaldson DCI Stock Holding History

Morningstar Investment Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,985
Closed -$268K – 110
2024
Q4 		$268K Hold
3,985
– – 0.02% 171
2024
Q3 		$295K Buy
+3,985
New +$295K 0.03% 164