Crossmark Global Holdings’s Dana Inc DAN Stock Holding History

Crossmark Global Holdings’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
2026 Q2	$250K	Hold	9,201	–	–	﹤0.01%	1145
2026 Q1	$310K	Sell	9,201 -100	-1%	-$3.13K	﹤0.01%	1007
2025 Q4	$221K	Buy	+9,301	New	+$197K	﹤0.01%	1152
2023 Q2	–	Sell	-10,720	Closed	-$162K	–	1310
2023 Q1	$162K	Sell	10,720 -599	-5%	-$9.8K	﹤0.01%	1256
2022 Q4	$171K	Sell	11,319 -1,211	-10%	-$18.8K	﹤0.01%	1215
2022 Q3	$143K	Sell	12,530 -400	-3%	-$6.06K	﹤0.01%	1204
2022 Q2	$181K	Sell	12,930 -140	-1%	-$2.17K	﹤0.01%	1227
2022 Q1	$229K	Buy	13,070 +830	+7%	+$17K	0.01%	1250
2021 Q4	$279K	Sell	12,240 -5,410	-31%	-$126K	0.01%	1181
2021 Q3	$393K	Sell	17,650 -110	-0.6%	-$2.53K	0.01%	1043
2021 Q2	$422K	Sell	17,760 -1,230	-6%	-$31.9K	0.01%	1015
2021 Q1	$462K	Sell	18,990 -2,010	-10%	-$46.1K	0.01%	942
2020 Q4	$410K	Sell	21,000 -13,860	-40%	-$232K	0.01%	932
2020 Q3	$429K	Hold	34,860	–	–	0.01%	835
2020 Q2	$425K	Buy	34,860 +4,060	+13%	+$44.1K	0.01%	825
2020 Q1	$241K	Sell	30,800 -364	-1%	-$5.02K	0.01%	965
2019 Q4	$567K	Buy	31,164 +454	+1%	+$7.57K	0.02%	748
2019 Q3	$443K	Sell	30,710 -510	-2%	-$7.92K	0.01%	839
2019 Q2	$623K	Buy	31,220 +1,302	+4%	+$23.2K	0.02%	716
2019 Q1	$531K	Sell	29,918 -220	-0.7%	-$3.9K	0.02%	783
2018 Q4	$411K	Buy	30,138 +17,900	+146%	+$272K	0.01%	866
2018 Q3	$228K	Buy	12,238 +450	+4%	+$9.06K	0.01%	1482
2018 Q2	$238K	Sell	11,788 -510	-4%	-$12.1K	0.01%	1453
2018 Q1	$317K	Sell	12,298 -668	-5%	-$19.8K	0.01%	1230
2017 Q4	$415K	Sell	12,966 -5,792	-31%	-$178K	0.01%	1132
2017 Q3	$524K	Buy	+18,758	New	+$455K	0.01%	931
2016 Q3	$524K	Buy	+18,758	New	+$256K	0.01%	931

Other funds holding DAN

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return