PEAK6 Investments’s Donaldson DCI Stock Holding History

PEAK6 Investments’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 Q1	–	Sell	-509	Closed	-$34.6K	–	4168
2023 Q4	$33.3K	Sell	509 -1,834	-78%	-$112K	﹤0.01%	3821
2023 Q3	$140K	Buy	+2,343	New	+$145K	﹤0.01%	3256
2022 Q4	–	Sell	-2,020	Closed	-$116K	–	4587
2022 Q3	$99K	Buy	+2,020	New	+$105K	﹤0.01%	4091
2022 Q2	–	Sell	-90	Closed	-$4.53K	–	6168
2022 Q1	$5K	Buy	+90	New	+$4.9K	﹤0.01%	4901
2019 Q4	–	Sell	-776	Closed	-$40K	–	3525
2019 Q3	$40K	Buy	+776	New	+$38.4K	﹤0.01%	3430
2019 Q2	–	Sell	-4,045	Closed	-$202K	–	3774
2019 Q1	$202K	Sell	4,045 -2,361	-37%	-$114K	﹤0.01%	2923
2018 Q4	$278K	Buy	+6,406	New	+$331K	﹤0.01%	2785

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

PEAK6 Investments's DCI Position: Q1 2024 in Review

PEAK6 Investments sold out of Donaldson (DCI) in Q1 2024, closing a stake of 509 shares — an estimated $34.6K sold.

PEAK6 Investments first reported a position in DCI in Q4 2018 and held it in 7 quarters. The position peaked at $278K in Q4 2018. 503 funds tracked by Wall St. Rank hold DCI as of Q1 2024.

PEAK6 Investments reported no remaining Donaldson position as of Q1 2024 after selling out during the quarter.
PEAK6 Investments sold 509 Donaldson shares in Q1 2024, an estimated $34.6K.
PEAK6 Investments first reported a position in Donaldson in Q4 2018 and held it in 7 quarters.
PEAK6 Investments's Donaldson position peaked at $278K in Q4 2018.
503 funds tracked by Wall St. Rank held Donaldson as of Q1 2024.

Based on PEAK6 Investments's 13F filing for Q1 2024, filed 14 May 2024.