DI
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Disciplined Investments’s Dana Inc DAN Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-30
Closed -$510 – 458
2023
Q2 		$510 Sell
30
-4
-12% -$58 ﹤0.01% 1220
2023
Q1 		$512 Buy
34
+6
+21% +$98 ﹤0.01% 1221
2022
Q4 		$424 Sell
28
-10
-26% -$155 ﹤0.01% 1238
2022
Q3 		$0 Sell
38
-2
-5% -$30 ﹤0.01% 1314
2022
Q2 		$1K Buy
40
+9
+29% +$140 ﹤0.01% 867
2022
Q1 		$1K Buy
+31
New +$634 ﹤0.01% 926

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Disciplined Investments's DAN Position: Q3 2023 in Review

Disciplined Investments sold out of Dana Inc (DAN) in Q3 2023, closing a stake of 30 shares — an estimated $510 sold.

Disciplined Investments first reported a position in DAN in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 275 funds tracked by Wall St. Rank hold DAN as of Q3 2023.

  • Disciplined Investments reported no remaining Dana Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 30 Dana Inc shares in Q3 2023, an estimated $510.
  • Disciplined Investments first reported a position in Dana Inc in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Dana Inc position peaked at $1K in Q2 2022.
  • 275 funds tracked by Wall St. Rank held Dana Inc as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.