UCI
DCI icon

Uncommon Cents Investing’s Donaldson DCI Stock Holding History

Uncommon Cents Investing’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
2024
Q4 		– Sell
-615
Closed -$45.3K – 251
2024
Q3 		$45.3K Buy
+615
New +$44.5K 0.01% 258

Other funds holding DCI

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Uncommon Cents Investing's DCI Position: Q4 2024 in Review

Uncommon Cents Investing sold out of Donaldson (DCI) in Q4 2024, closing a stake of 615 shares — an estimated $45.3K sold.

Uncommon Cents Investing first reported a position in DCI in Q3 2024 and held it in 1 quarter. The position peaked at $45.3K in Q3 2024. 526 funds tracked by Wall St. Rank hold DCI as of Q4 2024.

  • Uncommon Cents Investing reported no remaining Donaldson position as of Q4 2024 after selling out during the quarter.
  • Uncommon Cents Investing sold 615 Donaldson shares in Q4 2024, an estimated $45.3K.
  • Uncommon Cents Investing first reported a position in Donaldson in Q3 2024 and held it in 1 quarter.
  • Uncommon Cents Investing's Donaldson position peaked at $45.3K in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Donaldson as of Q4 2024.

Based on Uncommon Cents Investing's 13F filing for Q4 2024, filed 16 Jan 2025.