LRI Investments’s Dana Inc DAN Stock Holding History

LRI Investments’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	$3.18K	Buy	117 +13	+13%	+$444	﹤0.01%	1210
2026 Q1	$3.5K	Hold	104	–	–	﹤0.01%	1172
2025 Q4	$2.47K	Hold	104	–	–	﹤0.01%	1176
2025 Q3	$2.08K	Hold	104	–	–	﹤0.01%	1198
2025 Q2	$1.78K	Hold	104	–	–	﹤0.01%	1179
2025 Q1	$1.39K	Hold	104	–	–	﹤0.01%	1133
2024 Q4	$1.2K	Hold	104	–	–	﹤0.01%	1105
2024 Q3	$867	Sell	104 -236	-69%	-$2.6K	﹤0.01%	1110
2024 Q2	$4.12K	Buy	340 +236	+227%	+$3.07K	﹤0.01%	947
2024 Q1	$1.32K	Buy	+104	New	+$1.35K	﹤0.01%	782

Other funds holding DAN

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return