DIA
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Dana Investment Advisors’s TaskUs TASK Stock Holding History

Dana Investment Advisors’s Portfolio TASK Stock Details TASK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-60,595
Closed -$686K – 420
2023
Q2 		$686K Buy
60,595
+9,272
+18% +$113K 0.03% 277
2023
Q1 		$741K Sell
51,323
-5,110
-9% -$89K 0.04% 273
2022
Q4 		$954K Sell
56,433
-11,608
-17% -$218K 0.05% 231
2022
Q3 		$1.09M Sell
68,041
-43,805
-39% -$773K 0.06% 205
2022
Q2 		$1.89M Sell
111,846
-33,480
-23% -$853K 0.1% 149
2022
Q1 		$5.59M Sell
145,326
-14,822
-9% -$522K 0.26% 81
2021
Q4 		$8.64M Buy
+160,148
New +$8.73M 0.37% 74

Other funds holding TASK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Dana Investment Advisors's TASK Position: Q3 2023 in Review

Dana Investment Advisors sold out of TaskUs (TASK) in Q3 2023, closing a stake of 60,595 shares — an estimated $686K sold.

Dana Investment Advisors first reported a position in TASK in Q4 2021 and held it in 7 quarters. The position peaked at $8.64M in Q4 2021. 92 funds tracked by Wall St. Rank hold TASK as of Q3 2023.

  • Dana Investment Advisors reported no remaining TaskUs position as of Q3 2023 after selling out during the quarter.
  • Dana Investment Advisors sold 60,595 TaskUs shares in Q3 2023, an estimated $686K.
  • Dana Investment Advisors first reported a position in TaskUs in Q4 2021 and held it in 7 quarters.
  • Dana Investment Advisors's TaskUs position peaked at $8.64M in Q4 2021.
  • 92 funds tracked by Wall St. Rank held TaskUs as of Q3 2023.

Based on Dana Investment Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.