New York Life Investment Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Sell |
12,490
-288
| -2% | -$20K | 0.01% | 670 |
|
|
2025
Q1 | $857K | Buy |
12,778
+113
| +0.9% | +$7.58K | 0.01% | 675 |
|
|
2024
Q4 | $853K | Sell |
12,665
-1,153
| -8% | -$77.7K | 0.01% | 694 |
|
|
2024
Q3 | $1.02M | Sell |
13,818
-792
| -5% | -$58.4K | 0.01% | 697 |
|
|
2024
Q2 | $1.05M | Buy |
14,610
+2,428
| +20% | +$174K | 0.01% | 669 |
|
|
2024
Q1 | $910K | Sell |
12,182
-526
| -4% | -$39.3K | 0.01% | 697 |
|
|
2023
Q4 | $830K | Sell |
12,708
-154
| -1% | -$10.1K | 0.01% | 704 |
|
|
2023
Q3 | $767K | Buy |
12,862
+6,778
| +111% | +$404K | 0.01% | 683 |
|
|
2023
Q2 | $380K | Buy |
+6,084
| New | +$380K | ﹤0.01% | 1078 |
|