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Savant Capital’s Donaldson DCI Stock Holding History

Savant Capital’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
2026
Q1 		$1.43M Buy
16,835
+519
+3% +$50.1K 0.01% 507
2025
Q4 		$1.45M Buy
16,316
+801
+5% +$69.6K 0.01% 474
2025
Q3 		$1.27M Buy
15,515
+6,263
+68% +$472K 0.01% 495
2025
Q2 		$642K Sell
9,252
-618
-6% -$41.6K ﹤0.01% 663
2025
Q1 		$662K Sell
9,870
-1,150
-10% -$79.6K 0.01% 596
2024
Q4 		$742K Sell
11,020
-743
-6% -$54.8K 0.01% 760
2024
Q3 		$867K Sell
11,763
-1,911
-14% -$138K 0.01% 692
2024
Q2 		$979K Buy
13,674
+4,320
+46% +$317K 0.01% 596
2024
Q1 		$699K Buy
9,354
+1,131
+14% +$76.9K 0.01% 646
2023
Q4 		$537K Buy
8,223
+26
+0.3% +$1.58K 0.01% 548
2023
Q3 		$489K Buy
8,197
+23
+0.3% +$1.42K 0.01% 527
2023
Q2 		$511K Buy
8,174
+39
+0.5% +$2.44K 0.01% 502
2023
Q1 		$532K Buy
+8,135
New +$511K 0.01% 449

Other funds holding DCI

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return