Carret Asset Management’s DAIMLER AG DAI Stock Holding History

Carret Asset Management’s Portfolio DAI Stock Details DAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,225	Closed	-$211K	–	278
2022 Q4	$211K	Buy	+3,225	New	+$211K	0.03%	257
2022 Q2	–	Sell	-3,400	Closed	-$238K	–	296
2022 Q1	$238K	Hold	3,400	–	–	0.03%	267
2021 Q4	$262K	Hold	3,400	–	–	0.03%	256
2021 Q3	$303K	Buy	+3,400	New	+$303K	0.04%	232

Other funds holding DAI

Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return

Reik & Co New York $363M AUM 3.03% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.97B AUM 15.68% 1-Year Est. Return

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Cassady Schiller Wealth Management Cincinnati, Ohio $273M AUM 17.91% 1-Year Est. Return