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Next Financial Group’s Dana Inc DAN Stock Holding History

Next Financial Group’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
2021
Q4 		$14K Hold
600
– – ﹤0.01% 2035
2021
Q3 		$13K Hold
600
– – ﹤0.01% 1946
2021
Q2 		$14K Hold
600
– – ﹤0.01% 1868
2021
Q1 		$15K Hold
600
– – ﹤0.01% 1733
2020
Q4 		$12K Hold
600
– – ﹤0.01% 1707
2020
Q3 		$7K Buy
+600
New +$7.8K ﹤0.01% 1721

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Next Financial Group's DAN Position: Q4 2021 in Review

Next Financial Group held its Dana Inc (DAN) position steady in Q4 2021 at 600 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Next Financial Group first reported a position in DAN in Q3 2020 and has held it in 6 quarters since. The position peaked at $15K in Q1 2021. 273 funds tracked by Wall St. Rank hold DAN as of Q4 2021.

  • Next Financial Group held 600 shares of Dana Inc worth $14K as of Q4 2021.
  • Next Financial Group left its Dana Inc share count unchanged in Q4 2021.
  • Dana Inc made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2035 holding.
  • Next Financial Group first reported a position in Dana Inc in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's Dana Inc position peaked at $15K in Q1 2021.
  • 273 funds tracked by Wall St. Rank held Dana Inc as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.