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Fulcrum Equity Management’s Dana Inc DAN Stock Holding History

Fulcrum Equity 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
2020
Q2 		– Sell
-24,885
Closed -$194K – 139
2020
Q1 		$194K Sell
24,885
-5,562
-18% -$76.7K 0.14% 47
2019
Q4 		$554K Sell
30,447
-630
-2% -$10.5K 0.29% 53
2019
Q3 		$449K Buy
+31,077
New +$483K 0.23% 52

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fulcrum Equity Management's DAN Position: Q2 2020 in Review

Fulcrum Equity Management sold out of Dana Inc (DAN) in Q2 2020, closing a stake of 24,885 shares — an estimated $194K sold.

Fulcrum Equity Management first reported a position in DAN in Q3 2019 and held it in 3 quarters. The position peaked at $554K in Q4 2019. 250 funds tracked by Wall St. Rank hold DAN as of Q2 2020.

  • Fulcrum Equity Management reported no remaining Dana Inc position as of Q2 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 24,885 Dana Inc shares in Q2 2020, an estimated $194K.
  • Fulcrum Equity Management first reported a position in Dana Inc in Q3 2019 and held it in 3 quarters.
  • Fulcrum Equity Management's Dana Inc position peaked at $554K in Q4 2019.
  • 250 funds tracked by Wall St. Rank held Dana Inc as of Q2 2020.

Based on Fulcrum Equity Management's 13F filing for Q2 2020, filed 17 Aug 2020.