A detailed history of Creative Planning transactions in Donaldson CO Inc stock. As of the latest transaction made, Creative Planning holds 29,231 shares of DCI stock, worth $2.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,231
Previous 29,152 0.27%
Holding current value
$2.16 Million
Previous $2.18 Million 3.95%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$71.09 - $75.56 $5,616 - $5,969
79 Added 0.27%
29,231 $2.09 Million
Q1 2024

May 10, 2024

BUY
$62.42 - $74.92 $11,173 - $13,410
179 Added 0.62%
29,152 $2.18 Million
Q4 2023

Feb 14, 2024

SELL
$57.3 - $65.9 $15,986 - $18,386
-279 Reduced 0.95%
28,973 $1.89 Million
Q3 2023

Nov 16, 2023

BUY
$59.0 - $64.85 $1.15 Million - $1.26 Million
19,485 Added 199.5%
29,252 $1.74 Million
Q2 2023

Jul 21, 2023

BUY
$58.41 - $65.26 $122,661 - $137,046
2,100 Added 27.39%
9,767 $610,000
Q1 2023

May 15, 2023

BUY
$58.42 - $66.89 $2,570 - $2,943
44 Added 0.58%
7,667 $500,000
Q4 2022

Feb 10, 2023

SELL
$50.57 - $61.18 $6,978 - $8,442
-138 Reduced 1.78%
7,623 $449,000
Q3 2022

Nov 03, 2022

BUY
$47.61 - $57.02 $4,142 - $4,960
87 Added 1.13%
7,761 $380,000
Q2 2022

Aug 15, 2022

SELL
$46.27 - $53.63 $97,259 - $112,730
-2,102 Reduced 21.5%
7,674 $369,000
Q1 2022

May 16, 2022

BUY
$48.85 - $59.98 $101,852 - $125,058
2,085 Added 27.11%
9,776 $508,000
Q4 2021

Feb 11, 2022

BUY
$55.35 - $62.38 $3,763 - $4,241
68 Added 0.89%
7,691 $456,000
Q3 2021

Nov 10, 2021

BUY
$57.41 - $69.09 $33,240 - $40,003
579 Added 8.22%
7,623 $438,000
Q2 2021

Aug 04, 2021

SELL
$58.7 - $64.99 $4.13 Million - $4.57 Million
-70,280 Reduced 90.89%
7,044 $447,000
Q1 2021

Apr 30, 2021

BUY
$54.92 - $62.31 $48,164 - $54,645
877 Added 1.15%
77,324 $4.5 Million
Q4 2020

Jan 29, 2021

BUY
$46.93 - $56.95 $2,252 - $2,733
48 Added 0.06%
76,447 $4.27 Million
Q3 2020

Nov 05, 2020

SELL
$45.12 - $52.58 $7,128 - $8,307
-158 Reduced 0.21%
76,399 $3.55 Million
Q2 2020

Jul 23, 2020

SELL
$35.74 - $51.42 $4,467 - $6,427
-125 Reduced 0.16%
76,557 $3.56 Million
Q1 2020

May 05, 2020

SELL
$33.19 - $57.98 $4,613 - $8,059
-139 Reduced 0.18%
76,682 $2.96 Million
Q4 2019

Jan 30, 2020

SELL
$49.55 - $58.17 $68,379 - $80,274
-1,380 Reduced 1.76%
76,821 $4.43 Million
Q3 2019

Nov 01, 2019

SELL
$45.98 - $53.14 $4,643 - $5,367
-101 Reduced 0.13%
78,201 $4.07 Million
Q2 2019

Jul 26, 2019

SELL
$47.45 - $53.82 $9,347 - $10,602
-197 Reduced 0.25%
78,302 $3.98 Million
Q1 2019

Apr 24, 2019

SELL
$41.86 - $52.23 $1,674 - $2,089
-40 Reduced 0.05%
78,499 $3.93 Million
Q4 2018

Feb 01, 2019

BUY
$40.71 - $58.29 $32,934 - $47,156
809 Added 1.04%
78,539 $3.41 Million
Q3 2018

Oct 25, 2018

BUY
$44.49 - $59.18 $32,344 - $43,023
727 Added 0.94%
77,730 $4.53 Million
Q2 2018

Jul 20, 2018

BUY
$43.64 - $48.65 $6,589 - $7,346
151 Added 0.2%
77,003 $3.47 Million
Q1 2018

Apr 18, 2018

BUY
$43.71 - $52.18 $63,379 - $75,661
1,450 Added 1.92%
76,852 $3.46 Million
Q4 2017

Jan 17, 2018

BUY
$46.03 - $49.9 $2,577 - $2,794
56 Added 0.07%
75,402 $3.69 Million
Q3 2017

Oct 17, 2017

BUY
$43.4 - $47.6 $3.27 Million - $3.59 Million
75,346
75,346 $3.46 Million

Others Institutions Holding DCI

About DONALDSON CO INC


  • Ticker DCI
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 122,461,000
  • Market Cap $9.04B
  • Description
  • Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through two segments, Engine Products and Industrial Products. Its Engine Products segment provides replacement filters for air and liquid filtration applications; air filtration systems; liquid filtration systems for fuel, lub...
More about DCI
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.