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PSI Advisors’s Donaldson DCI Stock Holding History

PSI Advisors’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 		– Sell
-2
Closed -$134 – 229
2025
Q1 		$134 Hold
2
– – ﹤0.01% 721
2024
Q4 		$135 Hold
2
– – ﹤0.01% 852
2024
Q3 		$147 Hold
2
– – ﹤0.01% 855
2024
Q2 		$143 Hold
2
– – ﹤0.01% 833
2024
Q1 		$149 Hold
2
– – ﹤0.01% 770
2023
Q4 		$131 Hold
2
– – ﹤0.01% 837
2023
Q3 		$119 Hold
2
– – ﹤0.01% 826
2023
Q2 		$125 Hold
2
– – ﹤0.01% 812
2023
Q1 		$131 Hold
2
– – ﹤0.01% 763
2022
Q4 		$118 Hold
2
– – ﹤0.01% 751
2022
Q3 		$0 Buy
+2
New +$104 ﹤0.01% 778
2022
Q2 		– Sell
-2
Closed – – 784
2022
Q1 		$0 Hold
2
– – ﹤0.01% 734
2021
Q4 		$0 Buy
+2
New +$118 ﹤0.01% 773

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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