Simplex Trading’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 | $637K | Buy |
7,500
+6,600
| +733% | +$637K | ﹤0.01% | 2996 |
|
|
2025
Q4 | $79.8K | Sell |
900
-1,400
| -61% | -$122K | ﹤0.01% | 5219 |
|
|
2025
Q3 | $188K | Sell |
2,300
-27,300
| -92% | -$2.06M | ﹤0.01% | 5009 |
|
|
2025
Q2 | $2.05M | Buy |
29,600
+19,900
| +205% | +$1.34M | ﹤0.01% | 2083 |
|
|
2025
Q1 | $650K | Buy |
9,700
+9,400
| +3,133% | +$650K | ﹤0.01% | 3111 |
|
|
2024
Q4 | $20K | Hold |
300
| – | – | ﹤0.01% | 6678 |
|
|
2024
Q3 | $22K | Sell |
300
-900
| -75% | -$65.1K | ﹤0.01% | 6596 |
|
|
2024
Q2 | $85K | Sell |
1,200
-6,000
| -83% | -$440K | ﹤0.01% | 5533 |
|
|
2024
Q1 | $537K | Buy |
7,200
+1,400
| +24% | +$95.2K | ﹤0.01% | 3787 |
|
|
2023
Q4 | $379K | Buy |
5,800
+4,900
| +544% | +$299K | ﹤0.01% | 3982 |
|
|
2023
Q3 | $53K | Hold |
900
| – | – | ﹤0.01% | 5752 |
|
|
2023
Q2 | $56K | Buy |
+900
| New | +$56.3K | ﹤0.01% | 5727 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$4K | – | 9403 |
|
|
2022
Q3 | $4K | Sell |
100
-2,400
| -96% | -$125K | ﹤0.01% | 8892 |
|
|
2022
Q2 | $120K | Sell |
2,500
-600
| -19% | -$30.2K | ﹤0.01% | 5311 |
|
|
2022
Q1 | $160K | Buy |
3,100
+1,200
| +63% | +$65.3K | ﹤0.01% | 5471 |
|
|
2021
Q4 | $112K | Buy |
1,900
+900
| +90% | +$53.3K | ﹤0.01% | 6063 |
|
|
2021
Q3 | $64K | Hold |
1,000
| – | – | ﹤0.01% | 7212 |
|
|
2021
Q2 | $63K | Buy |
1,000
+932
| +1,371% | +$57.6K | ﹤0.01% | 7358 |
|
|
2021
Q1 | $395K | Buy |
68
+9
| +15% | +$538 | ﹤0.01% | 3724 |
|
|
2020
Q4 | $329K | Sell |
59
-36
| -38% | -$1.9K | ﹤0.01% | 3952 |
|
|
2020
Q3 | $440K | Buy |
95
+68
| +252% | +$3.31K | ﹤0.01% | 3156 |
|
|
2020
Q2 | $125K | Buy |
27
+12
| +80% | +$531 | ﹤0.01% | 4556 |
|
|
2020
Q1 | $57K | Hold |
15
| – | – | ﹤0.01% | 4989 |
|
|
2019
Q4 | $86K | Buy |
+15
| New | +$816 | ﹤0.01% | 4666 |
|
|
2018
Q4 | – | Sell |
-10
| Closed | -$58K | – | 7138 |
|
|
2018
Q3 | $58K | Buy |
+10
| New | +$502 | ﹤0.01% | 5022 |
|
|
2018
Q1 | – | Sell |
-171
| Closed | -$10K | – | 6270 |
|
|
2017
Q4 | $10K | Sell |
171
-48
| -22% | -$2.29K | ﹤0.01% | 3883 |
|
|
2017
Q3 | $16K | Buy |
+219
| New | +$10.1K | ﹤0.01% | 3357 |
|
Other funds holding DCI
VPM
VCM
Simplex Trading's DCI Position: Q2 2025 in Review
Simplex Trading sold out of Donaldson (DCI) in Q2 2025, closing a stake of 1,196 shares — an estimated $80.4K sold.
Simplex Trading first reported a position in DCI in Q4 2015 and held it in 17 quarters. The position peaked at $334K in Q3 2021. 526 funds tracked by Wall St. Rank hold DCI as of Q2 2025.
- Simplex Trading reported no remaining Donaldson position as of Q2 2025 after selling out during the quarter.
- Simplex Trading sold 1,196 Donaldson shares in Q2 2025, an estimated $80.4K.
- Simplex Trading first reported a position in Donaldson in Q4 2015 and held it in 17 quarters.
- Simplex Trading's Donaldson position peaked at $334K in Q3 2021.
- 526 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.
Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.