Picton Mahoney Asset Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,552
| Closed | -$508K | – | 913 |
|
|
2024
Q4 | $508K | Buy |
7,552
+2,685
| +55% | +$181K | 0.01% | 264 |
|
|
2024
Q3 | $359K | Buy |
+4,867
| New | +$359K | 0.01% | 278 |
|
|
2015
Q1 | – | Sell |
-2,000
| Closed | -$77K | – | 284 |
|
|
2014
Q4 | $77K | Buy |
2,000
+400
| +25% | +$15.4K | ﹤0.01% | 206 |
|
|
2014
Q3 | $65 | Sell |
1,600
-1,200
| -43% | -$49 | ﹤0.01% | 235 |
|
|
2014
Q2 | $118 | Hold |
2,800
| – | – | 0.01% | 259 |
|
|
2014
Q1 | $119K | Buy |
+2,800
| New | +$119K | 0.01% | 282 |
|