Sciencast Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-8,727
| Closed | -$774K | – | 296 |
|
|
2025
Q4 | $774K | Buy |
+8,727
| New | +$758K | 0.11% | 202 |
|
|
2023
Q4 | – | Sell |
-10,504
| Closed | -$626K | – | 269 |
|
|
2023
Q3 | $626K | Buy |
+10,504
| New | +$650K | 0.28% | 137 |
|
|
2023
Q2 | – | Sell |
-3,400
| Closed | -$214K | – | 247 |
|
|
2023
Q1 | $214K | Buy |
+3,400
| New | +$214K | 0.28% | 149 |
|
|
2021
Q4 | – | Sell |
-6,577
| Closed | -$369K | – | 496 |
|
|
2021
Q3 | $369K | Buy |
+6,577
| New | +$424K | 0.1% | 261 |
|
|
2021
Q2 | – | Sell |
-13,550
| Closed | -$797K | – | 519 |
|
|
2021
Q1 | $797K | Buy |
13,550
+2,890
| +27% | +$173K | 0.16% | 197 |
|
|
2020
Q4 | $621K | Buy |
10,660
+2,662
| +33% | +$140K | 0.13% | 238 |
|
|
2020
Q3 | $410K | Buy |
7,998
+1,998
| +33% | +$97.1K | 0.16% | 220 |
|
|
2020
Q2 | $279K | Buy |
+6,000
| New | +$265K | 0.07% | 353 |
|
|
2020
Q1 | – | Sell |
-5,500
| Closed | -$309K | – | 369 |
|
|
2019
Q4 | $309K | Buy |
+5,500
| New | +$299K | 0.08% | 343 |
|
|
2018
Q1 | – | Sell |
-6,083
| Closed | -$311K | – | 360 |
|
|
2017
Q4 | $311K | Sell |
6,083
-7,248
| -54% | -$346K | 0.17% | 221 |
|
|
2017
Q3 | $639K | Buy |
+13,331
| New | +$617K | 0.36% | 106 |
|
|
2017
Q1 | – | Sell |
-14,370
| Closed | -$605K | – | 358 |
|
|
2016
Q4 | $605K | Buy |
+14,370
| New | +$570K | 0.82% | 25 |
|
|
2016
Q2 | – | Sell |
-13,400
| Closed | -$427K | – | 307 |
|
|
2016
Q1 | $427K | Buy |
+13,400
| New | +$393K | 0.34% | 102 |
|
Other funds holding DCI
VPM
VCM
