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Meridian Wealth Management’s Dana Inc DAN Stock Holding History

Meridian Wealth Management’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
2022
Q3 		– Sell
-86,606
Closed -$1.22M – 513
2022
Q2 		$1.22M Buy
+86,606
New +$1.34M 0.1% 217
2019
Q3 		– Sell
-1,255
Closed -$250 – 261
2019
Q2 		$250 Buy
+1,255
New +$22.3K 0.01% 501
2018
Q3 		– Sell
-12,020
Closed -$243K – 174
2018
Q2 		$243K Buy
12,020
+100
+0.8% +$2.38K 0.11% 154
2018
Q1 		$307K Buy
11,920
+1,140
+11% +$33.7K 0.15% 133
2017
Q4 		$301K Hold
10,780
– – 0.19% 122
2017
Q3 		$301K Buy
+10,780
New +$262K 0.19% 120

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Meridian Wealth Management's DAN Position: Q3 2022 in Review

Meridian Wealth Management sold out of Dana Inc (DAN) in Q3 2022, closing a stake of 86,606 shares — an estimated $1.22M sold.

Meridian Wealth Management first reported a position in DAN in Q3 2017 and held it in 6 quarters. The position peaked at $1.22M in Q2 2022. 258 funds tracked by Wall St. Rank hold DAN as of Q3 2022.

  • Meridian Wealth Management reported no remaining Dana Inc position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 86,606 Dana Inc shares in Q3 2022, an estimated $1.22M.
  • Meridian Wealth Management first reported a position in Dana Inc in Q3 2017 and held it in 6 quarters.
  • Meridian Wealth Management's Dana Inc position peaked at $1.22M in Q2 2022.
  • 258 funds tracked by Wall St. Rank held Dana Inc as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.