Wellington Management Group
DCI icon

Wellington Management Group’s Donaldson DCI Stock Holding History

Wellington Management Group’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
2022
Q3 		– Sell
-12,130
Closed -$584K – 2047
2022
Q2 		$584K Buy
+12,130
New +$611K ﹤0.01% 1791
2019
Q3 		– Sell
-27,744
Closed -$1.41M – 2030
2019
Q2 		$1.41M Buy
+27,744
New +$1.41M ﹤0.01% 1698
2019
Q1 		– Sell
-4,982
Closed -$216K – 2049
2018
Q4 		$216K Sell
4,982
-16,375
-77% -$846K ﹤0.01% 2002
2018
Q3 		$1.24M Hold
21,357
– – ﹤0.01% 1829
2018
Q2 		$964K Hold
21,357
– – ﹤0.01% 1895
2018
Q1 		$962K Sell
21,357
-6
-0% -$287 ﹤0.01% 1906
2017
Q4 		$1.05M Hold
21,363
– – ﹤0.01% 1891
2017
Q3 		$981K Buy
21,363
+3,382
+19% +$156K ﹤0.01% 1888
2017
Q2 		$819K Buy
+17,981
New +$828K ﹤0.01% 1929
2013
Q3 		– Sell
-42,700
Closed -$1.52M – 2184
2013
Q2 		$1.52M Buy
+42,700
New +$1.55M ﹤0.01% 1684

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