New York Life Investment 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
Q4 | $908K | Sell |
|
|||||
|
2025
Q3 | $973K | Sell |
|
|||||
|
2025
Q2 | $866K | Sell |
|
|||||
|
2025
Q1 | $857K | Buy |
|
|||||
|
2024
Q4 | $853K | Sell |
|
|||||
|
2024
Q3 | $1.02M | Sell |
|
|||||
|
2024
Q2 | $1.05M | Buy |
|
|||||
|
2024
Q1 | $910K | Sell |
|
|||||
|
2023
Q4 | $830K | Sell |
|
|||||
|
2023
Q3 | $767K | Buy |
|
|||||
|
2023
Q2 | $380K | Buy |
|