United Services Automobile Association’s Donaldson DCI Stock Holding History

United Services Automobile Association’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
2025 Q2	–	Sell	-7,704	Closed	-$517K	–	281
2025 Q1	$517K	Buy	+7,704	New	+$533K	0.02%	521
2023 Q1	–	Sell	-13,905	Closed	-$818K	–	376
2022 Q4	$818K	Hold	13,905	–	–	0.02%	325
2022 Q3	$681K	Buy	13,905 +690	+5%	+$36K	0.02%	347
2022 Q2	$635K	Buy	+13,215	New	+$666K	0.02%	373
2019 Q3	–	Sell	-19,470	Closed	-$990K	–	763
2019 Q2	$990K	Sell	19,470 -538	-3%	-$27.4K	﹤0.01%	1319
2019 Q1	$1M	Hold	20,008	–	–	﹤0.01%	1317
2018 Q4	$868K	Hold	20,008	–	–	﹤0.01%	1322
2018 Q3	$1.17M	Sell	20,008 -118,561	-86%	-$5.95M	﹤0.01%	1292
2018 Q2	$6.25M	Hold	138,569	–	–	0.02%	724
2018 Q1	$6.24M	Buy	138,569 +20,008	+17%	+$958K	0.02%	730
2017 Q4	$5.8M	Hold	118,561	–	–	0.02%	754
2017 Q3	$5.45M	Hold	118,561	–	–	0.02%	741
2017 Q2	$5.4M	Buy	+118,561	New	+$5.46M	0.02%	731

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return