Schwartz Investment Counsel’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $10.9M | Sell |
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|
2018
Q3 | $16.4M | Sell |
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|
2018
Q2 | $24.4M | Hold |
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|
2018
Q1 | $24.4M | Hold |
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|
2017
Q4 | $26.5M | Sell |
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|
2017
Q3 | $25.3M | Sell |
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|
2017
Q2 | $30.8M | Sell |
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|
2017
Q1 | $35.1M | Sell |
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|
2016
Q4 | $36M | Sell |
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|
2016
Q3 | $33.1M | Sell |
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|
2016
Q2 | $30.8M | Hold |
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|
2016
Q1 | $28.6M | Sell |
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|
2015
Q4 | $26M | Buy |
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|
2015
Q3 | $24.5M | Buy |
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|
2015
Q2 | $28.1M | Buy |
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|
2015
Q1 | $29.1M | Buy |
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|
2014
Q4 | $6.76M | Buy |
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|
2014
Q3 | $4.99M | Hold |
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|
2014
Q2 | $5.2M | Hold |
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|
2014
Q1 | $5.21M | Hold |
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|
2013
Q4 | $5.34M | Hold |
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|
2013
Q3 | $4.68M | Hold |
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|
2013
Q2 | $4.38M | Buy |
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