ZIM
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Zacks Investment Management’s Donaldson DCI Stock Holding History

Zacks Investment Management’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
Q3 		– Sell
-6,385
Closed -$457K – 696
2024
Q2 		$457K Buy
6,385
+462
+8% +$33.9K 0.01% 459
2024
Q1 		$442K Buy
+5,923
New +$403K ﹤0.01% 487
2023
Q2 		– Sell
-105,113
Closed -$6.87M – 659
2023
Q1 		$6.87M Buy
+105,113
New +$6.61M 0.09% 157
2022
Q3 		– Sell
-124,465
Closed -$5.99M – 592
2022
Q2 		$5.99M Buy
+124,465
New +$6.27M 0.09% 151
2018
Q3 		– Sell
-5,355
Closed -$242K – 541
2018
Q2 		$242K Sell
5,355
-169,174
-97% -$7.81M 0.01% 495
2018
Q1 		$7.86M Buy
174,529
+3,060
+2% +$147K 0.17% 117
2017
Q4 		$8.39M Buy
171,469
+2,893
+2% +$138K 0.18% 109
2017
Q3 		$7.74M Buy
168,576
+162,115
+2,509% +$7.5M 0.18% 112
2017
Q2 		$294K Buy
+6,461
New +$298K 0.01% 490
2017
Q1 		– Sell
-6,415
Closed -$270K – 652
2016
Q4 		$270K Buy
+6,415
New +$254K 0.01% 527

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Zacks Investment Management's DCI Position: Q3 2024 in Review

Zacks Investment Management sold out of Donaldson (DCI) in Q3 2024, closing a stake of 6,385 shares — an estimated $457K sold.

Zacks Investment Management first reported a position in DCI in Q4 2016 and held it in 10 quarters. The position peaked at $8.39M in Q4 2017. 534 funds tracked by Wall St. Rank hold DCI as of Q3 2024.

  • Zacks Investment Management reported no remaining Donaldson position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 6,385 Donaldson shares in Q3 2024, an estimated $457K.
  • Zacks Investment Management first reported a position in Donaldson in Q4 2016 and held it in 10 quarters.
  • Zacks Investment Management's Donaldson position peaked at $8.39M in Q4 2017.
  • 534 funds tracked by Wall St. Rank held Donaldson as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.