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Olympiad Research’s Donaldson DCI Stock Holding History

Olympiad Research’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
Q4 		– Sell
-6,987
Closed -$515K – 283
2024
Q3 		$515K Sell
6,987
-635
-8% -$45.9K 0.34% 73
2024
Q2 		$545K Buy
7,622
+664
+10% +$48.7K 0.4% 47
2024
Q1 		$520K Sell
6,958
-403
-5% -$27.4K 0.34% 63
2023
Q4 		$481K Buy
+7,361
New +$449K 0.38% 65
2023
Q3 		– Sell
-6,592
Closed -$412K – 330
2023
Q2 		$412K Buy
+6,592
New +$412K 0.41% 66
2020
Q3 		– Sell
-8,249
Closed -$384K – 372
2020
Q2 		$384K Buy
+8,249
New +$365K 0.27% 62

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return