Winton Group’s Donnelley Financial Solutions DFIN Stock Holding History

Winton Group’s Portfolio DFIN Stock Details DFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-65,884	Closed	-$3.39M	–	961
2025 Q3	$3.39M	Buy	+65,884	New	+$3.76M	0.13%	221
2025 Q2	–	Sell	-22,333	Closed	-$976K	–	862
2025 Q1	$976K	Buy	22,333 +12,096	+118%	+$670K	0.06%	431
2024 Q4	$642K	Buy	+10,237	New	+$639K	0.04%	424
2023 Q4	–	Sell	-5,385	Closed	-$303K	–	769
2023 Q3	$303K	Sell	5,385 -918	-15%	-$44.6K	0.03%	546
2023 Q2	$287K	Sell	6,303 -3,633	-37%	-$160K	0.02%	543
2023 Q1	$406K	Buy	9,936 +1,433	+17%	+$60.9K	0.02%	753
2022 Q4	$329K	Buy	8,503 +813	+11%	+$30.5K	0.02%	767
2022 Q3	$284K	Sell	7,690 -5,752	-43%	-$216K	0.02%	811
2022 Q2	$394K	Sell	13,442 -44	-0.3%	-$1.31K	0.02%	749
2022 Q1	$449K	Buy	+13,486	New	+$481K	0.02%	715
2020 Q3	–	Sell	-12,835	Closed	-$108K	–	1502
2020 Q2	$108K	Buy	12,835 +934	+8%	+$6.72K	﹤0.01%	1396
2020 Q1	$63K	Sell	11,901 -35,856	-75%	-$304K	﹤0.01%	1352
2019 Q4	$500K	Buy	47,757 +3,849	+9%	+$40.3K	0.01%	1238
2019 Q3	$541K	Buy	+43,908	New	+$545K	0.01%	1059

Other funds holding DFIN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return