PI
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PineBridge Investments’s Donaldson DCI Stock Holding History

PineBridge 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
2025
Q3 		– Sell
-23,976
Closed -$1.66M – 540
2025
Q2 		$1.66M Sell
23,976
-57,392
-71% -$3.86M 0.01% 441
2025
Q1 		$5.46M Sell
81,368
-41,674
-34% -$2.88M 0.04% 319
2024
Q4 		$8.29M Buy
123,042
+14,035
+13% +$1.04M 0.06% 245
2024
Q3 		$8.03M Buy
109,007
+53,447
+96% +$3.86M 0.06% 250
2024
Q2 		$3.98M Buy
55,560
+5,376
+11% +$395K 0.03% 332
2024
Q1 		$3.75M Sell
50,184
-5,131
-9% -$349K 0.03% 362
2023
Q4 		$3.61M Buy
+55,315
New +$3.37M 0.03% 320
2023
Q3 		– Sell
-1,391
Closed -$87K – 775
2023
Q2 		$87K Buy
+1,391
New +$87K ﹤0.01% 586
2022
Q2 		– Sell
-14,344
Closed -$745K – 741
2022
Q1 		$745K Buy
14,344
+1,476
+11% +$80.3K 0.01% 487
2021
Q4 		$763K Buy
+12,868
New +$762K 0.01% 526

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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return