NIM
DCI icon

NEOS Investment Management’s Donaldson DCI Stock Holding History

NEOS 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
Q2 		– Sell
-11,848
Closed -$795K – 618
2025
Q1 		$795K Buy
11,848
+7,030
+146% +$471K 0.02% 466
2024
Q4 		$324K Buy
+4,818
New +$324K 0.01% 552