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Neo Ivy Capital Management’s Donaldson DCI Stock Holding History

Neo Ivy 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
2024
Q3 		– Sell
-40,512
Closed -$2.9M – 300
2024
Q2 		$2.9M Buy
+40,512
New +$2.97M 0.57% 84
2023
Q3 		– Sell
-13,407
Closed -$838K – 349
2023
Q2 		$838K Buy
+13,407
New +$839K 0.44% 83
2021
Q4 		– Sell
-9,758
Closed -$454K – 471
2021
Q3 		$454K Buy
+9,758
New +$629K 0.52% 60
2020
Q4 		– Sell
-10,584
Closed -$491K – 450
2020
Q3 		$491K Buy
10,584
+826
+8% +$40.2K 0.5% 47
2020
Q2 		$454K Buy
9,758
+8,523
+690% +$377K 0.52% 60
2020
Q1 		$48K Buy
+1,235
New +$60.4K 0.08% 312

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