Loring Wolcott & Coolidge Fiduciary Advisors’s Dana Inc DAN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-2,000	Closed	-$16K	–	599
2020 Q1	$16K	Hold	2,000	–	–	﹤0.01%	492
2019 Q4	$36K	Hold	2,000	–	–	﹤0.01%	448
2019 Q3	$29K	Hold	2,000	–	–	﹤0.01%	474
2019 Q2	$40K	Hold	2,000	–	–	﹤0.01%	422
2019 Q1	$35K	Hold	2,000	–	–	﹤0.01%	441
2018 Q4	$39K	Buy	+2,000	New	+$30.3K	﹤0.01%	438
2013 Q4	–	Sell	-100	Closed	-$2K	–	598
2013 Q3	$2K	Buy	+100	New	+$2.17K	﹤0.01%	543

Other funds holding DAN

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DAN Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Dana Inc (DAN) in Q2 2020, closing a stake of 2,000 shares — an estimated $16K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DAN in Q3 2013 and held it in 7 quarters. The position peaked at $40K in Q2 2019. 250 funds tracked by Wall St. Rank hold DAN as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Dana Inc position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,000 Dana Inc shares in Q2 2020, an estimated $16K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Dana Inc in Q3 2013 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Dana Inc position peaked at $40K in Q2 2019.
250 funds tracked by Wall St. Rank held Dana Inc as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.