Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Donaldson DCI Stock Holding History

Sumitomo Mitsui Trust Group’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 		– Sell
-17,545
Closed -$1.56M – 1060
2025
Q4 		$1.56M Buy
+17,545
New +$1.52M ﹤0.01% 820

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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 $1.02T AUM 30.18% 1-Year Est. Return

Sumitomo Mitsui Trust Group's DCI Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group sold out of Donaldson (DCI) in Q1 2026, closing a stake of 17,545 shares — an estimated $1.56M sold.

Sumitomo Mitsui Trust Group first reported a position in DCI in Q4 2025 and held it in 1 quarter. The position peaked at $1.56M in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Sumitomo Mitsui Trust Group reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 17,545 Donaldson shares in Q1 2026, an estimated $1.56M.
  • Sumitomo Mitsui Trust Group first reported a position in Donaldson in Q4 2025 and held it in 1 quarter.
  • Sumitomo Mitsui Trust Group's Donaldson position peaked at $1.56M in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.