Donaldson Company shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Donaldson Company (DCI) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Donaldson Company
Tip: Access up to 7 years of quarterly data
All positions including Donaldson Company held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Donaldson Company by Summit Trail Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $466k | 6.2k | 74.68 |
2023-12-31 | $403k | 6.2k | 65.35 |
2023-09-30 | $395k | 6.6k | 59.64 |
2023-06-30 | $414k | 6.6k | 62.51 |
2023-03-31 | $456k | 7.0k | 65.34 |
2022-12-31 | $368k | 6.3k | 58.87 |
2022-09-30 | $264k | 5.4k | 49.00 |
2022-06-30 | $269k | 5.6k | 48.21 |
2022-03-31 | $218k | 4.2k | 52.00 |
2018-03-31 | $7.0k | 7.1k | 0.99 |
2017-12-31 | $9.0k | 180 | 50.00 |