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 $1.55B AUM 14.69% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $1.91B AUM 19% 1-Year Est. Return

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

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Saranac Partners London $231M AUM 14.11% 1-Year Est. Return

PNC Financial Services Group

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

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

Steigerwald Gordon & Koch Leesburg, Virginia $974M AUM 13.43% 1-Year Est. Return