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Prelude Capital Management’s Donaldson DCI Stock Holding History

Prelude Capital 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
-7,091
Closed -$523K – 1281
2024
Q3 		$523K Sell
7,091
-226
-3% -$16.3K 0.03% 611
2024
Q2 		$524K Buy
7,317
+43
+0.6% +$3.16K 0.04% 526
2024
Q1 		$543K Sell
7,274
-87
-1% -$5.92K 0.03% 605
2023
Q4 		$481K Buy
+7,361
New +$449K 0.03% 539
2023
Q3 		– Sell
-7,332
Closed -$458K – 1176
2023
Q2 		$458K Buy
+7,332
New +$459K 0.03% 503
2021
Q2 		– Sell
-4,562
Closed -$265K – 1697
2021
Q1 		$265K Buy
+4,562
New +$273K 0.01% 1201
2019
Q1 		– Sell
-133
Closed -$6K – 1831
2018
Q4 		$6K Buy
+133
New +$6.87K ﹤0.01% 1526
2017
Q3 		– Sell
-600
Closed -$27K – 1679
2017
Q2 		$27K Sell
600
-454
-43% -$20.9K ﹤0.01% 1190
2017
Q1 		$48K Sell
1,054
-3,500
-77% -$151K ﹤0.01% 990
2016
Q4 		$192K Buy
+4,554
New +$181K 0.02% 599
2014
Q1 		– Sell
-430
Closed -$19K – 1914
2013
Q4 		$19K Buy
+430
New +$17.5K ﹤0.01% 1343

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Trust Walden
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
Fiduciary Management Inc
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

Prelude Capital Management's DCI Position: Q4 2024 in Review

Prelude Capital Management sold out of Donaldson (DCI) in Q4 2024, closing a stake of 7,091 shares — an estimated $523K sold.

Prelude Capital Management first reported a position in DCI in Q4 2013 and held it in 11 quarters. The position peaked at $543K in Q1 2024. 528 funds tracked by Wall St. Rank hold DCI as of Q4 2024.

  • Prelude Capital Management reported no remaining Donaldson position as of Q4 2024 after selling out during the quarter.
  • Prelude Capital Management sold 7,091 Donaldson shares in Q4 2024, an estimated $523K.
  • Prelude Capital Management first reported a position in Donaldson in Q4 2013 and held it in 11 quarters.
  • Prelude Capital Management's Donaldson position peaked at $543K in Q1 2024.
  • 528 funds tracked by Wall St. Rank held Donaldson as of Q4 2024.

Based on Prelude Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.