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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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BTW
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
FMI
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

Prudential plc's DCI Position: Q4 2024 in Review

Prudential plc sold out of Donaldson (DCI) in Q4 2024, closing a stake of 9,462 shares — an estimated $697K sold.

Prudential plc first reported a position in DCI in Q4 2018 and held it in 8 quarters. The position peaked at $810K in Q4 2021. 527 funds tracked by Wall St. Rank hold DCI as of Q4 2024.

  • Prudential plc reported no remaining Donaldson position as of Q4 2024 after selling out during the quarter.
  • Prudential plc sold 9,462 Donaldson shares in Q4 2024, an estimated $697K.
  • Prudential plc first reported a position in Donaldson in Q4 2018 and held it in 8 quarters.
  • Prudential plc's Donaldson position peaked at $810K in Q4 2021.
  • 527 funds tracked by Wall St. Rank held Donaldson as of Q4 2024.

Based on Prudential plc's 13F filing for Q4 2024, filed 13 Feb 2025.