Evergreen Capital Management’s Dana Inc DAN Stock Holding History

Evergreen Capital 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 Q2	–	Sell	-10,268	Closed	-$346K	–	1569
2026 Q1	$346K	Buy	+10,268	New	+$321K	0.01%	1018

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAS

Nykredit A/S Nordhavn, Denmark $31.8B AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return

Evergreen Capital Management's DAN Position: Q2 2026 in Review

Evergreen Capital Management sold out of Dana Inc (DAN) in Q2 2026, closing a stake of 10,268 shares — an estimated $346K sold.

Evergreen Capital Management first reported a position in DAN in Q1 2026 and held it in 1 quarter. The position peaked at $346K in Q1 2026. 341 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

Evergreen Capital Management reported no remaining Dana Inc position as of Q2 2026 after selling out during the quarter.
Evergreen Capital Management sold 10,268 Dana Inc shares in Q2 2026, an estimated $346K.
Evergreen Capital Management first reported a position in Dana Inc in Q1 2026 and held it in 1 quarter.
Evergreen Capital Management's Dana Inc position peaked at $346K in Q1 2026.
341 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.