Corient IA’s DAIMLER AG DAI Stock Holding History

Corient IA’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
2025 Q3	–	Sell	-5,000	Closed	-$291K	–	295
2025 Q2	$291K	Hold	5,000	–	–	0.17%	230
2025 Q1	$295K	Buy	+5,000	New	+$295K	0.21%	212

Other funds holding DAI

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Reik & Co New York $384M AUM 6.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Saranac Partners London $343M AUM 11.5% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return

Corient IA's DAI Position: Q3 2025 in Review

Corient IA sold out of DAIMLER AG (DAI) in Q3 2025, closing a stake of 5,000 shares — an estimated $291K sold.

Corient IA first reported a position in DAI in Q1 2025 and held it in 2 quarters. The position peaked at $295K in Q1 2025. 10 funds tracked by Wall St. Rank hold DAI as of Q3 2025.

Corient IA reported no remaining DAIMLER AG position as of Q3 2025 after selling out during the quarter.
Corient IA sold 5,000 DAIMLER AG shares in Q3 2025, an estimated $291K.
Corient IA first reported a position in DAIMLER AG in Q1 2025 and held it in 2 quarters.
Corient IA's DAIMLER AG position peaked at $295K in Q1 2025.
10 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2025.

Based on Corient IA's 13F filing for Q3 2025, filed 12 Nov 2025.