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
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Quarterly reported holdings in Donaldson Company by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.0M | 34k | 88.66 |
| 2025-09-30 | $2.6M | 31k | 81.85 |
| 2025-06-30 | $1.1M | 16k | 69.35 |
| 2024-09-30 | $380k | 5.2k | 73.70 |
| 2024-06-30 | $561k | 7.8k | 71.56 |
| 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 |