McCarthy Asset Management
DAI

McCarthy Asset Management’s DAIMLER AG DAI Stock Holding History

McCarthy Asset Management’s Portfolio DAI Stock Details DAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-152
Closed -$14K – 396
2021
Q2 		$14K Hold
152
– – 0.01% 184
2021
Q1 		$14K Hold
152
– – 0.01% 169
2020
Q4 		$11K Buy
+152
New +$11K 0.01% 169

Other funds holding DAI

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RC
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Carret Asset Management
Carret Asset Management New York $1.14B AUM 25.06% 1-Year Est. Return
Sierra Capital
Sierra Capital Miami, Florida $1.03B AUM 10.79% 1-Year Est. Return
Tradition Wealth Management
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Financial Gravity Asset Management
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Cascade Investment Advisors
Cascade Investment Advisors Oregon City, Oregon $179M AUM 22% 1-Year Est. Return
Eagle Bay Advisors
Eagle Bay Advisors New York $137M AUM 18.51% 1-Year Est. Return
Old Second National Bank of Aurora
Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return
Estabrook Capital Management
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return

McCarthy Asset Management's DAI Position: Q3 2021 in Review

McCarthy Asset Management sold out of DAIMLER AG (DAI) in Q3 2021, closing a stake of 152 shares — an estimated $14K sold.

McCarthy Asset Management first reported a position in DAI in Q4 2020 and held it in 3 quarters. The position peaked at $14K in Q2 2021. 13 funds tracked by Wall St. Rank hold DAI as of Q3 2021.

  • McCarthy Asset Management reported no remaining DAIMLER AG position as of Q3 2021 after selling out during the quarter.
  • McCarthy Asset Management sold 152 DAIMLER AG shares in Q3 2021, an estimated $14K.
  • McCarthy Asset Management first reported a position in DAIMLER AG in Q4 2020 and held it in 3 quarters.
  • McCarthy Asset Management's DAIMLER AG position peaked at $14K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2021.

Based on McCarthy Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.