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Prudential plc’s Donaldson DCI Stock Holding History

Prudential plc’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
-9,462
Closed -$697K – 801
2024
Q3 		$697K Buy
+9,462
New +$684K ﹤0.01% 584
2023
Q4 		– Sell
-4,637
Closed -$277K – 869
2023
Q3 		$277K Sell
4,637
-4,329
-48% -$268K ﹤0.01% 841
2023
Q2 		$560K Buy
+8,966
New +$561K 0.01% 746
2022
Q1 		– Sell
-13,675
Closed -$810K – 825
2021
Q4 		$810K Buy
+13,675
New +$810K 0.01% 405
2021
Q3 		– Sell
-8,564
Closed -$544K – 480
2021
Q2 		$544K Sell
8,564
-444
-5% -$27.4K 0.01% 439
2021
Q1 		$524K Buy
+9,008
New +$539K ﹤0.01% 517
2019
Q2 		– Sell
-5,623
Closed -$281K – 745
2019
Q1 		$281K Hold
5,623
– – ﹤0.01% 590
2018
Q4 		$244K Buy
+5,623
New +$291K ﹤0.01% 623

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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