Key Financial Inc’s Dana Inc DAN Stock Holding History

Key Financial Inc’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 Q1	–	Sell	-502	Closed	-$5.74K	–	1175
2022 Q4	$5.74K	Hold	502	–	–	﹤0.01%	763
2022 Q3	$6K	Hold	502	–	–	﹤0.01%	744
2022 Q2	$7K	Hold	502	–	–	﹤0.01%	713
2022 Q1	$9K	Buy	+502	New	+$10.3K	﹤0.01%	654

Other funds holding DAN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Key Financial Inc's DAN Position: Q1 2023 in Review

Key Financial Inc sold out of Dana Inc (DAN) in Q1 2023, closing a stake of 502 shares — an estimated $5.74K sold.

Key Financial Inc first reported a position in DAN in Q1 2022 and held it in 4 quarters. The position peaked at $9K in Q1 2022. 264 funds tracked by Wall St. Rank hold DAN as of Q1 2023.

Key Financial Inc reported no remaining Dana Inc position as of Q1 2023 after selling out during the quarter.
Key Financial Inc sold 502 Dana Inc shares in Q1 2023, an estimated $5.74K.
Key Financial Inc first reported a position in Dana Inc in Q1 2022 and held it in 4 quarters.
Key Financial Inc's Dana Inc position peaked at $9K in Q1 2022.
264 funds tracked by Wall St. Rank held Dana Inc as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.