Old Second National Bank of Aurora’s DAIMLER AG DAI Stock Holding History

Old Second National Bank of Aurora’s Portfolio DAI Stock Details DAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-450	Closed	-$40K	–	386
2021 Q3	$40K	Hold	450	–	–	0.01%	215
2021 Q2	$40K	Hold	450	–	–	0.01%	215
2021 Q1	$40K	Hold	450	–	–	0.01%	204
2020 Q4	$32K	Hold	450	–	–	0.01%	209
2020 Q3	$24K	Hold	450	–	–	0.01%	234
2020 Q2	$18K	Buy	+450	New	+$18K	0.01%	259
2018 Q2	–	Sell	-124	Closed	-$11K	–	394
2018 Q1	$11K	Hold	124	–	–	﹤0.01%	297
2017 Q4	$10K	Hold	124	–	–	﹤0.01%	306
2017 Q3	$10K	Buy	+124	New	+$10K	﹤0.01%	314

Other funds holding DAI

Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return

Reik & Co New York $363M AUM 3.03% 1-Year Est. Return

Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return

Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Cascade Investment Advisors Oregon City, Oregon $169M AUM 24.71% 1-Year Est. Return

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return