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Money Concepts Capital’s Dana Inc DAN Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-5,500
Closed -$83.2K – 1003
2022
Q4 		$83.2K Buy
+5,500
New +$85.3K ﹤0.01% 1049
2022
Q2 		– Sell
-20,100
Closed -$353K – 1685
2022
Q1 		$353K Buy
+20,100
New +$411K 0.02% 534

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Money Concepts Capital's DAN Position: Q1 2023 in Review

Money Concepts Capital sold out of Dana Inc (DAN) in Q1 2023, closing a stake of 5,500 shares — an estimated $83.2K sold.

Money Concepts Capital first reported a position in DAN in Q1 2022 and held it in 2 quarters. The position peaked at $353K in Q1 2022. 264 funds tracked by Wall St. Rank hold DAN as of Q1 2023.

  • Money Concepts Capital reported no remaining Dana Inc position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 5,500 Dana Inc shares in Q1 2023, an estimated $83.2K.
  • Money Concepts Capital first reported a position in Dana Inc in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Dana Inc position peaked at $353K in Q1 2022.
  • 264 funds tracked by Wall St. Rank held Dana Inc as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.