Rockefeller Capital Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $198K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $82K | Sell |
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|
2022
Q3 | $75K | Sell |
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|
2022
Q2 | $654K | Sell |
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|
2022
Q1 | $784K | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $866K | Buy |
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|
2021
Q1 | $781K | Buy |
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|
2020
Q4 | $730K | Buy |
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|
2020
Q3 | $230K | Buy |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $31K | Sell |
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|
2019
Q4 | $49K | Sell |
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|
2019
Q3 | $60K | Sell |
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|
2019
Q2 | $168K | Sell |
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|
2019
Q1 | $187K | Buy |
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|
2018
Q4 | $121K | Sell |
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|
2018
Q3 | $192K | Hold |
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|
2018
Q2 | $149K | Hold |
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|
2018
Q1 | $149K | Buy |
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