MYIA
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Mount Yale Investment Advisors’s Dana Inc DAN Stock Holding History

Mount Yale Investment Advisors’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
2024
Q3 		– Sell
-16,927
Closed -$205K – 557
2024
Q2 		$205K Buy
16,927
+3,068
+22% +$39.9K 0.02% 514
2024
Q1 		$176K Buy
13,859
+3,458
+33% +$44.8K 0.01% 519
2023
Q4 		$152K Sell
10,401
-467
-4% -$6.2K 0.01% 482
2023
Q3 		$159K Sell
10,868
-2,969
-21% -$49.5K 0.02% 482
2023
Q2 		$235K Buy
13,837
+1,388
+11% +$20.3K 0.02% 436
2023
Q1 		$187K Buy
+12,449
New +$204K 0.02% 466
2022
Q4 		– Sell
-15,236
Closed -$174K – 465
2022
Q3 		$174K Sell
15,236
-208
-1% -$3.15K 0.02% 428
2022
Q2 		$217K Buy
+15,444
New +$240K 0.03% 429

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Mount Yale Investment Advisors's DAN Position: Q3 2024 in Review

Mount Yale Investment Advisors sold out of Dana Inc (DAN) in Q3 2024, closing a stake of 16,927 shares — an estimated $205K sold.

Mount Yale Investment Advisors first reported a position in DAN in Q2 2022 and held it in 8 quarters. The position peaked at $235K in Q2 2023. 271 funds tracked by Wall St. Rank hold DAN as of Q3 2024.

  • Mount Yale Investment Advisors reported no remaining Dana Inc position as of Q3 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 16,927 Dana Inc shares in Q3 2024, an estimated $205K.
  • Mount Yale Investment Advisors first reported a position in Dana Inc in Q2 2022 and held it in 8 quarters.
  • Mount Yale Investment Advisors's Dana Inc position peaked at $235K in Q2 2023.
  • 271 funds tracked by Wall St. Rank held Dana Inc as of Q3 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.