Blue Chip Partners’s Dana Inc DAN Stock Holding History

Blue Chip Partners’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 Q4	–	Sell	-23,017	Closed	-$338K	–	181
2023 Q3	$338K	Buy	23,017 +14,342	+165%	+$239K	0.04%	105
2023 Q2	$147K	Buy	8,675 +66	+0.8%	+$963	0.02%	165
2023 Q1	$130K	Buy	8,609 +61	+0.7%	+$998	0.02%	160
2022 Q4	$129K	Buy	+8,548	New	+$133K	0.02%	161
2022 Q3	–	Sell	-8,500	Closed	-$120K	–	164
2022 Q2	$120K	Hold	8,500	–	–	0.02%	152
2022 Q1	$149K	Buy	+8,500	New	+$174K	0.02%	153

Other funds holding DAN

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

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Blue Chip Partners's DAN Position: Q4 2023 in Review

Blue Chip Partners sold out of Dana Inc (DAN) in Q4 2023, closing a stake of 23,017 shares — an estimated $338K sold.

Blue Chip Partners first reported a position in DAN in Q1 2022 and held it in 6 quarters. The position peaked at $338K in Q3 2023. 253 funds tracked by Wall St. Rank hold DAN as of Q4 2023.

Blue Chip Partners reported no remaining Dana Inc position as of Q4 2023 after selling out during the quarter.
Blue Chip Partners sold 23,017 Dana Inc shares in Q4 2023, an estimated $338K.
Blue Chip Partners first reported a position in Dana Inc in Q1 2022 and held it in 6 quarters.
Blue Chip Partners's Dana Inc position peaked at $338K in Q3 2023.
253 funds tracked by Wall St. Rank held Dana Inc as of Q4 2023.

Based on Blue Chip Partners's 13F filing for Q4 2023, filed 5 Feb 2024.