Essex Investment Management’s Dana Inc DAN Stock Holding History

Essex Investment Management’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 Q1	$56K	Hold	1,665	–	–	0.01%	249
2025 Q4	$39.6K	Hold	1,665	–	–	0.01%	269
2025 Q3	$33.4K	Hold	1,665	–	–	0.01%	269
2025 Q2	$28.6K	Hold	1,665	–	–	0.01%	270
2025 Q1	$22.2K	Hold	1,665	–	–	﹤0.01%	280
2024 Q4	$19.2K	Sell	1,665 -2,334	-58%	-$24.2K	﹤0.01%	289
2024 Q3	$42.2K	Hold	3,999	–	–	0.01%	263
2024 Q2	$48.5K	Sell	3,999 -558	-12%	-$7.26K	0.01%	258
2024 Q1	$57.9K	Hold	4,557	–	–	0.01%	252
2023 Q4	$66.6K	Sell	4,557 -3,238	-42%	-$43K	0.01%	253
2023 Q3	$114K	Sell	7,795 -71	-0.9%	-$1.18K	0.02%	291
2023 Q2	$134K	Hold	7,866	–	–	0.02%	292
2023 Q1	$118K	Buy	7,866 +1,068	+16%	+$17.5K	0.02%	298
2022 Q4	$103K	Hold	6,798	–	–	0.02%	300
2022 Q3	$78K	Hold	6,798	–	–	0.01%	307
2022 Q2	$96K	Sell	6,798 -5,261	-44%	-$81.6K	0.02%	312
2022 Q1	$212K	Hold	12,059	–	–	0.03%	298
2021 Q4	$275K	Sell	12,059 -56	-0.5%	-$1.3K	0.03%	299
2021 Q3	$269K	Buy	+12,115	New	+$278K	0.03%	302

Other funds holding DAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Essex Investment Management's DAN Position: Q1 2026 in Review

Essex Investment Management held its Dana Inc (DAN) position steady in Q1 2026 at 1,665 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #249.

Essex Investment Management first reported a position in DAN in Q3 2021 and has held it in 19 quarters since. The position peaked at $275K in Q4 2021. 334 funds tracked by Wall St. Rank hold DAN as of Q1 2026.

Essex Investment Management held 1,665 shares of Dana Inc worth $56K as of Q1 2026.
Essex Investment Management left its Dana Inc share count unchanged in Q1 2026.
Dana Inc made up 0.01% of Essex Investment Management's portfolio in Q1 2026, its #249 holding.
Essex Investment Management first reported a position in Dana Inc in Q3 2021 and has held it in 19 quarters since.
Essex Investment Management's Dana Inc position peaked at $275K in Q4 2021.
334 funds tracked by Wall St. Rank held Dana Inc as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.