Shell Asset 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
Q2 | $281K | Sell |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $365K | Buy |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $432K | Sell |
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|
2022
Q2 | $535K | Buy |
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|
2022
Q1 | $576K | Sell |
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|
2021
Q4 | $755K | Buy |
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|
2021
Q3 | $728K | Sell |
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|
2021
Q2 | $841K | Buy |
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|
2021
Q1 | $728K | Sell |
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|
2020
Q4 | $704K | Hold |
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|
2020
Q3 | $585K | Hold |
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|
2020
Q2 | $586K | Sell |
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|
2020
Q1 | $493K | Sell |
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|
2019
Q4 | $746K | Sell |
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|
2019
Q3 | $689K | Sell |
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|
2019
Q2 | $679K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.25M | Hold |
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|
2014
Q1 | $1.25M | Hold |
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|
2013
Q4 | $1.28M | Buy |
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|
2013
Q3 | $747K | Hold |
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|
2013
Q2 | $699K | Buy |
|