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Paradigm Asset Management’s Donaldson DCI Stock Holding History

Paradigm Asset 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
Q4 		– Sell
-1,800
Closed -$133K – 528
2024
Q3 		$133K Hold
1,800
– – 0.03% 305
2024
Q2 		$129K Buy
+1,800
New +$132K 0.04% 297

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Paradigm Asset Management's DCI Position: Q4 2024 in Review

Paradigm Asset Management sold out of Donaldson (DCI) in Q4 2024, closing a stake of 1,800 shares — an estimated $133K sold.

Paradigm Asset Management first reported a position in DCI in Q2 2024 and held it in 2 quarters. The position peaked at $133K in Q3 2024. 527 funds tracked by Wall St. Rank hold DCI as of Q4 2024.

  • Paradigm Asset Management reported no remaining Donaldson position as of Q4 2024 after selling out during the quarter.
  • Paradigm Asset Management sold 1,800 Donaldson shares in Q4 2024, an estimated $133K.
  • Paradigm Asset Management first reported a position in Donaldson in Q2 2024 and held it in 2 quarters.
  • Paradigm Asset Management's Donaldson position peaked at $133K in Q3 2024.
  • 527 funds tracked by Wall St. Rank held Donaldson as of Q4 2024.

Based on Paradigm Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.