Zurich Cantonal Bank’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.81M | Buy |
44,876
+11,464
| +34% | +$1.11M | 0.01% | 749 |
|
|
2025
Q4 | $2.96M | Buy |
33,412
+4,133
| +14% | +$359K | 0.01% | 798 |
|
|
2025
Q3 | $2.4M | Buy |
29,279
+752
| +3% | +$56.7K | 0.01% | 836 |
|
|
2025
Q2 | $1.98M | Buy |
28,527
+1,561
| +6% | +$105K | ﹤0.01% | 866 |
|
|
2025
Q1 | $1.81M | Sell |
26,966
-825
| -3% | -$57.1K | 0.01% | 867 |
|
|
2024
Q4 | $1.87M | Buy |
27,791
+2,236
| +9% | +$165K | 0.01% | 882 |
|
|
2024
Q3 | $1.88M | Buy |
25,555
+562
| +2% | +$40.6K | 0.01% | 811 |
|
|
2024
Q2 | $1.79M | Buy |
24,993
+1,279
| +5% | +$93.9K | 0.01% | 794 |
|
|
2024
Q1 | $1.77M | Sell |
23,714
-1,890
| -7% | -$129K | 0.01% | 797 |
|
|
2023
Q4 | $1.67M | Buy |
25,604
+1,202
| +5% | +$73.2K | 0.01% | 807 |
|
|
2023
Q3 | $1.46M | Buy |
24,402
+5,079
| +26% | +$314K | 0.01% | 806 |
|
|
2023
Q2 | $1.21M | Buy |
19,323
+573
| +3% | +$35.8K | 0.01% | 855 |
|
|
2023
Q1 | $1.23M | Buy |
18,750
+888
| +5% | +$55.8K | 0.01% | 821 |
|
|
2022
Q4 | $1.05M | Buy |
17,862
+1,734
| +11% | +$99.3K | 0.01% | 861 |
|
|
2022
Q3 | $790K | Buy |
16,128
+1,995
| +14% | +$104K | ﹤0.01% | 934 |
|
|
2022
Q2 | $680K | Sell |
14,133
-2,113
| -13% | -$106K | ﹤0.01% | 1032 |
|
|
2022
Q1 | $844K | Sell |
16,246
-807
| -5% | -$43.9K | ﹤0.01% | 1010 |
|
|
2021
Q4 | $1.01M | Buy |
17,053
+4,764
| +39% | +$282K | ﹤0.01% | 999 |
|
|
2021
Q3 | $706K | Buy |
12,289
+728
| +6% | +$46.9K | ﹤0.01% | 1080 |
|
|
2021
Q2 | $734K | Sell |
11,561
-2,240
| -16% | -$138K | ﹤0.01% | 1007 |
|
|
2021
Q1 | $803K | Sell |
13,801
-1,805
| -12% | -$108K | ﹤0.01% | 959 |
|
|
2020
Q4 | $872K | Buy |
15,606
+1,421
| +10% | +$75K | 0.01% | 1006 |
|
|
2020
Q3 | $658K | Hold |
14,185
| – | – | ﹤0.01% | 969 |
|
|
2020
Q2 | $660K | Buy |
14,185
+2,751
| +24% | +$122K | 0.01% | 908 |
|
|
2020
Q1 | $442K | Buy |
11,434
+2,684
| +31% | +$131K | ﹤0.01% | 906 |
|
|
2019
Q4 | $504K | Buy |
8,750
+760
| +10% | +$41.4K | ﹤0.01% | 923 |
|
|
2019
Q3 | $416K | Buy |
7,990
+498
| +7% | +$24.6K | ﹤0.01% | 949 |
|
|
2019
Q2 | $381K | Hold |
7,492
| – | – | ﹤0.01% | 981 |
|
|
2019
Q1 | $375K | Sell |
7,492
-1,482
| -17% | -$71.6K | ﹤0.01% | 956 |
|
|
2018
Q4 | $389K | Buy |
8,974
+1,506
| +20% | +$77.8K | ﹤0.01% | 953 |
|
|
2018
Q3 | $435K | Hold |
7,468
| – | – | ﹤0.01% | 963 |
|
|
2018
Q2 | $337K | Sell |
7,468
-413
| -5% | -$19.1K | ﹤0.01% | 1004 |
|
|
2018
Q1 | $355K | Buy |
7,881
+1,087
| +16% | +$52.1K | ﹤0.01% | 947 |
|
|
2017
Q4 | $333K | Buy |
6,794
+2,102
| +45% | +$100K | ﹤0.01% | 960 |
|
|
2017
Q3 | $216K | Hold |
4,692
| – | – | ﹤0.01% | 998 |
|
|
2017
Q2 | $214K | Buy |
4,692
+526
| +13% | +$24.2K | ﹤0.01% | 972 |
|
|
2017
Q1 | $190K | Hold |
4,166
| – | – | ﹤0.01% | 1019 |
|
|
2016
Q4 | $175K | Hold |
4,166
| – | – | ﹤0.01% | 1012 |
|
|
2016
Q3 | $156K | Buy |
4,166
+475
| +13% | +$17.3K | ﹤0.01% | 1015 |
|
|
2016
Q2 | $127K | Hold |
3,691
| – | – | ﹤0.01% | 1037 |
|
|
2016
Q1 | $118K | Hold |
3,691
| – | – | ﹤0.01% | 1057 |
|
|
2015
Q4 | $106K | Buy |
3,691
+2,091
| +131% | +$61.5K | ﹤0.01% | 1113 |
|
|
2015
Q3 | $45K | Buy |
1,600
+1,100
| +220% | +$35.3K | ﹤0.01% | 1137 |
|
|
2015
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 1124 |
|
|
2015
Q1 | $19K | Buy |
+500
| New | +$18.7K | ﹤0.01% | 1113 |
|
Other funds holding DCI
VPM
VCM
