SIA
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Sit Investment Associates’s Donaldson DCI Stock Holding History

Sit Investment Associates’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 		$4.85M Buy
57,135
+3,235
+6% +$312K 0.1% 201
2025
Q4 		$4.78M Sell
53,900
-775
-1% -$67.3K 0.09% 204
2025
Q3 		$4.47M Sell
54,675
-3,075
-5% -$232K 0.09% 213
2025
Q2 		$4M Sell
57,750
-52,335
-48% -$3.52M 0.09% 224
2025
Q1 		$7.38M Sell
110,085
-49,140
-31% -$3.4M 0.17% 151
2024
Q4 		$10.7M Buy
159,225
+64,760
+69% +$4.78M 0.24% 111
2024
Q3 		$6.96M Buy
94,465
+46,815
+98% +$3.38M 0.16% 165
2024
Q2 		$3.41M Sell
47,650
-290
-0.6% -$21.3K 0.08% 233
2024
Q1 		$3.58M Sell
47,940
-155
-0.3% -$10.5K 0.08% 235
2023
Q4 		$3.14M Buy
48,095
+375
+0.8% +$22.9K 0.08% 259
2023
Q3 		$2.85M Buy
47,720
+775
+2% +$48K 0.08% 246
2023
Q2 		$2.94M Hold
46,945
– – 0.08% 251
2023
Q1 		$3.07M Sell
46,945
-775
-2% -$48.7K 0.08% 250
2022
Q4 		$2.81M Sell
47,720
-17,950
-27% -$1.03M 0.08% 254
2022
Q3 		$3.22M Hold
65,670
– – 0.1% 221
2022
Q2 		$3.16M Hold
65,670
– – 0.1% 222
2022
Q1 		$3.41M Buy
+65,670
New +$3.57M 0.09% 246

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Geode Capital Management
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Kayne Anderson Rudnick Investment Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return