WAS
DCI icon

Winch Advisory Services’s Donaldson DCI Stock Holding History

Winch Advisory Services’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
Q1 		– Sell
-106
Closed -$7.14K – 507
2024
Q4 		$7.14K Buy
+106
New +$7.82K ﹤0.01% 331

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 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

Winch Advisory Services's DCI Position: Q1 2025 in Review

Winch Advisory Services sold out of Donaldson (DCI) in Q1 2025, closing a stake of 106 shares — an estimated $7.14K sold.

Winch Advisory Services first reported a position in DCI in Q4 2024 and held it in 1 quarter. The position peaked at $7.14K in Q4 2024. 519 funds tracked by Wall St. Rank hold DCI as of Q1 2025.

  • Winch Advisory Services reported no remaining Donaldson position as of Q1 2025 after selling out during the quarter.
  • Winch Advisory Services sold 106 Donaldson shares in Q1 2025, an estimated $7.14K.
  • Winch Advisory Services first reported a position in Donaldson in Q4 2024 and held it in 1 quarter.
  • Winch Advisory Services's Donaldson position peaked at $7.14K in Q4 2024.
  • 519 funds tracked by Wall St. Rank held Donaldson as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.