Berman Capital Advisors’s Dana Inc DAN Stock Holding History

Berman Capital Advisors’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
2021 Q3	$44K	Buy	2,020 +1,604	+386%	+$36.9K	0.01%	723
2021 Q2	$9K	Buy	416 +56	+16%	+$1.45K	﹤0.01%	1156
2021 Q1	$8K	Hold	360	–	–	﹤0.01%	1095
2020 Q4	$7K	Sell	360 -20	-5%	-$335	﹤0.01%	1035
2020 Q3	$4K	Hold	380	–	–	﹤0.01%	1090
2020 Q2	$4K	Buy	380 +317	+503%	+$3.45K	﹤0.01%	1035
2020 Q1	$0	Sell	63 -649	-91%	-$8.95K	﹤0.01%	1509
2019 Q4	$12K	Buy	712 +133	+23%	+$2.22K	﹤0.01%	668
2019 Q3	$8K	Sell	579 -280	-33%	-$4.35K	﹤0.01%	779
2019 Q2	$17K	Buy	859 +217	+34%	+$3.86K	0.01%	559
2019 Q1	$11K	Buy	642 +357	+125%	+$6.33K	﹤0.01%	621
2018 Q4	$3K	Buy	+285	New	+$4.32K	﹤0.01%	792

Other funds holding DAN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Berman Capital Advisors's DAN Position: Q3 2021 in Review

Berman Capital Advisors increased its Dana Inc (DAN) stake by 386% in Q3 2021, buying an estimated $36.9K and bringing the position to 2,020 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #723.

Berman Capital Advisors first reported a position in DAN in Q4 2018 and has held it in 12 quarters since. 267 funds tracked by Wall St. Rank hold DAN as of Q3 2021.

Berman Capital Advisors held 2,020 shares of Dana Inc worth $44K as of Q3 2021.
Berman Capital Advisors bought 1,604 Dana Inc shares in Q3 2021, an estimated $36.9K.
Dana Inc made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #723 holding.
Berman Capital Advisors first reported a position in Dana Inc in Q4 2018 and has held it in 12 quarters since.
267 funds tracked by Wall St. Rank held Dana Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.