SCP
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Seizert Capital Partners’s Donaldson DCI Stock Holding History

Seizert Capital Partners’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 		$10.4M Sell
122,691
-11,057
-8% -$1.07M 0.48% 48
2025
Q4 		$11.9M Sell
133,748
-3,926
-3% -$341K 0.5% 44
2025
Q3 		$11.3M Buy
137,674
+1,653
+1% +$125K 0.49% 45
2025
Q2 		$9.43M Buy
136,021
+77,671
+133% +$5.22M 0.41% 52
2025
Q1 		$3.91M Buy
+58,350
New +$4.04M 0.18% 89

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Morgan Stanley
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Invesco
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