Moisand Fitzgerald Tamayo’s Dana Inc DAN Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-260	Closed	-$3.81K	–	692
2023 Q3	$3.81K	Hold	260	–	–	﹤0.01%	465
2023 Q2	$4.42K	Hold	260	–	–	﹤0.01%	430
2023 Q1	$3.91K	Hold	260	–	–	﹤0.01%	447
2022 Q4	$3.93K	Buy	260 +112	+76%	+$1.74K	﹤0.01%	437
2022 Q3	$2K	Buy	+148	New	+$2.24K	﹤0.01%	483

Other funds holding DAN

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

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's DAN Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Dana Inc (DAN) in Q4 2023, closing a stake of 260 shares — an estimated $3.81K sold.

Moisand Fitzgerald Tamayo first reported a position in DAN in Q3 2022 and held it in 5 quarters. The position peaked at $4.42K in Q2 2023. 253 funds tracked by Wall St. Rank hold DAN as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Dana Inc position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 260 Dana Inc shares in Q4 2023, an estimated $3.81K.
Moisand Fitzgerald Tamayo first reported a position in Dana Inc in Q3 2022 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Dana Inc position peaked at $4.42K in Q2 2023.
253 funds tracked by Wall St. Rank held Dana Inc as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.