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Belpointe Asset Management’s Dana Inc DAN Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-1,445
Closed -$21.7K – 1190
2023
Q1 		$21.7K Buy
1,445
+505
+54% +$8.26K ﹤0.01% 2267
2022
Q4 		$14.2K Buy
+940
New +$14.6K ﹤0.01% 2432

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Belpointe Asset Management's DAN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Dana Inc (DAN) in Q2 2023, closing a stake of 1,445 shares — an estimated $21.7K sold.

Belpointe Asset Management first reported a position in DAN in Q4 2022 and held it in 2 quarters. The position peaked at $21.7K in Q1 2023. 263 funds tracked by Wall St. Rank hold DAN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Dana Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,445 Dana Inc shares in Q2 2023, an estimated $21.7K.
  • Belpointe Asset Management first reported a position in Dana Inc in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Dana Inc position peaked at $21.7K in Q1 2023.
  • 263 funds tracked by Wall St. Rank held Dana Inc as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.