TIM
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Tortoise Investment Management’s Daily Journal DJCO Stock Holding History

Tortoise Investment Management’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4
Closed -$1.86K – 551
2025
Q3 		$1.86K Buy
4
+1
+33% +$433 ﹤0.01% 896
2025
Q2 		$1.27K Buy
+3
New +$1.2K ﹤0.01% 906

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Tortoise Investment Management's DJCO Position: Q4 2025 in Review

Tortoise Investment Management sold out of Daily Journal (DJCO) in Q4 2025, closing a stake of 4 shares — an estimated $1.86K sold.

Tortoise Investment Management first reported a position in DJCO in Q2 2025 and held it in 2 quarters. The position peaked at $1.86K in Q3 2025. 115 funds tracked by Wall St. Rank hold DJCO as of Q4 2025.

  • Tortoise Investment Management reported no remaining Daily Journal position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 4 Daily Journal shares in Q4 2025, an estimated $1.86K.
  • Tortoise Investment Management first reported a position in Daily Journal in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Daily Journal position peaked at $1.86K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Daily Journal as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.