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TwinBeech Capital’s Donaldson DCI Stock Holding History

TwinBeech Capital’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
-4,000
Closed -$355K – 626
2025
Q4 		$355K Buy
+4,000
New +$347K 0.03% 452
2025
Q1 		– Sell
-17,334
Closed -$1.17M – 763
2024
Q4 		$1.17M Buy
+17,334
New +$1.28M 0.02% 372
2023
Q3 		– Sell
-85,786
Closed -$5.36M – 688
2023
Q2 		$5.36M Buy
+85,786
New +$5.37M 0.11% 229
2022
Q3 		– Sell
-20,821
Closed -$1M – 659
2022
Q2 		$1M Buy
+20,821
New +$1.05M 0.04% 325
2021
Q4 		– Sell
-19,975
Closed -$1.15M – 611
2021
Q3 		$1.15M Buy
+19,975
New +$1.29M 0.08% 308
2021
Q2 		– Sell
-14,030
Closed -$816K – 473
2021
Q1 		$816K Buy
+14,030
New +$839K 0.12% 222
2020
Q2 		– Sell
-7,247
Closed -$280K – 387
2020
Q1 		$280K Buy
+7,247
New +$355K 0.11% 229

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