TI
DCI icon

Tidal Investments’s Donaldson DCI Stock Holding History

Tidal 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 		$5.86M Sell
69,056
-58,127
-46% -$5.61M 0.02% 751
2025
Q4 		$11.3M Sell
127,183
-48,130
-27% -$4.18M 0.05% 420
2025
Q3 		$14.3M Buy
+175,313
New +$13.2M 0.06% 373
2025
Q1 		– Sell
-4,559
Closed -$307K – 1886
2024
Q4 		$307K Sell
4,559
-4,768
-51% -$352K ﹤0.01% 1584
2024
Q3 		$687K Buy
9,327
+1,980
+27% +$143K 0.01% 1224
2024
Q2 		$526K Buy
7,347
+416
+6% +$30.5K 0.01% 1283
2024
Q1 		$518K Sell
6,931
-1,872
-21% -$127K 0.01% 1181
2023
Q4 		$575K Buy
8,803
+1,928
+28% +$117K 0.01% 875
2023
Q3 		$410K Buy
6,875
+2,054
+43% +$127K 0.01% 935
2023
Q2 		$301K Buy
4,821
+1,248
+35% +$78.1K 0.01% 1041
2023
Q1 		$233K Buy
+3,573
New +$225K 0.01% 1121

Other funds holding DCI

BlackRock
BlackRock New York $5.7T 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