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Alan B. Lancz & Associates’s Dana Inc DAN Stock Holding History

Alan B. Lancz & Associates’s Portfolio DAN Stock Details DAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,800
Closed -$137K – 177
2022
Q4 		$137K Buy
+7,800
New +$121K 0.14% 177
2022
Q3 		– Sell
-7,800
Closed -$131K – 163
2022
Q2 		$131K Buy
+7,800
New +$121K 0.13% 173
2022
Q1 		– Sell
-11,300
Closed -$258K – 151
2021
Q4 		$258K Buy
+11,300
New +$262K 0.23% 120

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Alan B. Lancz & Associates's DAN Position: Q1 2023 in Review

Alan B. Lancz & Associates sold out of Dana Inc (DAN) in Q1 2023, closing a stake of 7,800 shares — an estimated $137K sold.

Alan B. Lancz & Associates first reported a position in DAN in Q4 2021 and held it in 3 quarters. The position peaked at $258K in Q4 2021. 264 funds tracked by Wall St. Rank hold DAN as of Q1 2023.

  • Alan B. Lancz & Associates reported no remaining Dana Inc position as of Q1 2023 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 7,800 Dana Inc shares in Q1 2023, an estimated $137K.
  • Alan B. Lancz & Associates first reported a position in Dana Inc in Q4 2021 and held it in 3 quarters.
  • Alan B. Lancz & Associates's Dana Inc position peaked at $258K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held Dana Inc as of Q1 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2023, filed 5 May 2023.