SFI
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Susquehanna Fundamental Investments’s Donaldson DCI Stock Holding History

Susquehanna Fundamental Investments’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 		$7.35M Sell
86,623
-18,847
-18% -$1.82M 0.28% 95
2025
Q4 		$9.35M Buy
105,470
+76,061
+259% +$6.61M 0.32% 82
2025
Q3 		$2.41M Buy
+29,409
New +$2.22M 0.09% 215
2023
Q4 		– Sell
-6,903
Closed -$412K – 139
2023
Q3 		$412K Sell
6,903
-11,024
-61% -$682K 0.03% 272
2023
Q2 		$1.12M Sell
17,927
-8,141
-31% -$509K 0.04% 321
2023
Q1 		$1.7M Sell
26,068
-5,801
-18% -$365K 0.04% 418
2022
Q4 		$1.88M Buy
31,869
+14,808
+87% +$848K 0.03% 504
2022
Q3 		$836K Buy
+17,061
New +$891K 0.01% 856
2022
Q1 		$3.24M Buy
+62,320
New +$3.39M 0.06% 418
2021
Q4 		– Sell
-6,735
Closed -$387K – 1511
2021
Q3 		$387K Sell
6,735
-47,400
-88% -$3.06M 0.01% 1312
2021
Q2 		$3.44M Sell
54,135
-14,700
-21% -$908K 0.06% 420
2021
Q1 		$4M Sell
68,835
-5,400
-7% -$323K 0.07% 397
2020
Q4 		$4.15M Buy
74,235
+6,735
+10% +$355K 0.08% 381
2020
Q3 		$3.13M Buy
67,500
+34,800
+106% +$1.69M 0.09% 291
2020
Q2 		$1.52M Buy
32,700
+27,300
+506% +$1.21M 0.07% 351
2020
Q1 		$209K Buy
+5,400
New +$264K 0.04% 254

Other funds holding DCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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

Susquehanna Fundamental Investments's DCI Position: Q1 2026 in Review

Susquehanna Fundamental Investments reduced its Donaldson (DCI) stake by 18% in Q1 2026, selling an estimated $1.82M and leaving 86,623 shares worth $7.35M. The position accounts for 0.28% of the portfolio, ranked #95.

Susquehanna Fundamental Investments first reported a position in DCI in Q1 2020 and has held it in 16 quarters since. The position peaked at $9.35M in Q4 2025. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Susquehanna Fundamental Investments held 86,623 shares of Donaldson worth $7.35M as of Q1 2026.
  • Susquehanna Fundamental Investments sold 18,847 Donaldson shares in Q1 2026, an estimated $1.82M.
  • Donaldson made up 0.28% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #95 holding.
  • Susquehanna Fundamental Investments first reported a position in Donaldson in Q1 2020 and has held it in 16 quarters since.
  • Susquehanna Fundamental Investments's Donaldson position peaked at $9.35M in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.