JB Capital Partners’s Dana Inc DAN Stock Holding History

JB Capital Partners’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	$46.5M	Hold	1,852,293	–	–	8.01%	4
2025 Q4	$44M	Hold	1,852,293	–	–	7.57%	3
2025 Q3	$37.1M	Hold	1,852,293	–	–	6.28%	6
2025 Q2	$31.6M	Hold	1,852,293	–	–	5.85%	8
2025 Q1	$24.5M	Buy	1,852,293 +20,000	+1%	+$288K	5.15%	8
2024 Q4	$21.2M	Buy	1,832,293 +407,000	+29%	+$4.23M	4.06%	8
2024 Q3	$14.9M	Buy	1,425,293 +128,000	+10%	+$1.41M	2.85%	9
2024 Q2	$15.7M	Buy	1,297,293 +43,800	+3%	+$570K	3.47%	8
2024 Q1	$15.9M	Buy	1,253,493 +70,000	+6%	+$907K	2.99%	7
2023 Q4	$17.3M	Sell	1,183,493 -25,000	-2%	-$332K	3.49%	8
2023 Q3	$17.7M	Hold	1,208,493	–	–	4.38%	7
2023 Q2	$20.5M	Hold	1,208,493	–	–	4.4%	6
2023 Q1	$18.2M	Hold	1,208,493	–	–	4.31%	7
2022 Q4	$18.3M	Sell	1,208,493 -30,000	-2%	-$465K	4.8%	7
2022 Q3	$14.1M	Hold	1,238,493	–	–	4.14%	7
2022 Q2	$17.4M	Hold	1,238,493	–	–	4.75%	5
2022 Q1	$21.6M	Hold	1,238,493	–	–	4.84%	6
2021 Q4	$28.3M	Sell	1,238,493 -15,000	-1%	-$348K	5.98%	5
2021 Q3	$27.9M	Hold	1,253,493	–	–	6.28%	4
2021 Q2	$29.7M	Hold	1,253,493	–	–	7.08%	2
2021 Q1	$30.5M	Buy	+1,253,493	New	+$28.7M	8.01%	3

Other funds holding DAN

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Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Jacobs Levy Equity Management

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