PP
DCI icon

PrairieView Partners’s Donaldson DCI Stock Holding History

PrairieView Partners’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
Q2 		$332K Hold
4,800
– – 0.03% 104
2025
Q1 		$321K Hold
4,800
– – 0.03% 106
2024
Q4 		$323K Hold
4,800
– – 0.03% 103
2024
Q3 		$353K Hold
4,800
– – 0.04% 100
2024
Q2 		$343K Hold
4,800
– – 0.04% 108
2024
Q1 		$359K Hold
4,800
– – 0.04% 91
2023
Q4 		$314K Sell
4,800
-753
-14% -$45.9K 0.04% 92
2023
Q3 		$331K Hold
5,553
– – 0.04% 84
2023
Q2 		$347K Buy
5,553
+4,800
+637% +$300K 0.05% 88
2023
Q1 		$49K Hold
753
– – 0.01% 185
2022
Q4 		$44K Hold
753
– – 0.01% 200
2022
Q3 		$37K Hold
753
– – 0.01% 198
2022
Q2 		$36K Hold
753
– – 0.01% 218
2022
Q1 		$39K Hold
753
– – 0.01% 225
2021
Q4 		$45K Hold
753
– – 0.01% 219
2021
Q3 		$43K Hold
753
– – 0.01% 180
2021
Q2 		$48K Hold
753
– – 0.01% 169
2021
Q1 		$44K Hold
753
– – 0.01% 176
2020
Q4 		$42K Hold
753
– – 0.01% 169
2020
Q3 		$35K Hold
753
– – 0.01% 168
2020
Q2 		$35K Hold
753
– – 0.01% 161
2020
Q1 		$29K Buy
+753
New +$36.8K 0.01% 163

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
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