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OneDigital Investment Advisors’s Dana Inc DAN Stock Holding History

OneDigital 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
2019
Q3 		– Sell
-2,254
Closed -$45K – 687
2019
Q2 		$45K Buy
2,254
+1,748
+345% +$31.1K ﹤0.01% 585
2019
Q1 		$9K Sell
506
-4
-0.8% -$71 ﹤0.01% 892
2018
Q4 		$7K Hold
510
– – ﹤0.01% 903
2018
Q3 		$10K Sell
510
-13
-2% -$262 ﹤0.01% 824
2018
Q2 		$11K Buy
523
+57
+12% +$1.35K ﹤0.01% 1012
2018
Q1 		$12K Sell
466
-34
-7% -$1.01K ﹤0.01% 981
2017
Q4 		$16K Sell
500
-13
-3% -$400 ﹤0.01% 869
2017
Q3 		$14K Sell
513
-37
-7% -$898 0.01% 749
2017
Q2 		$12K Buy
+550
New +$11.2K ﹤0.01% 897

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

OneDigital Investment Advisors's DAN Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Dana Inc (DAN) in Q3 2019, closing a stake of 2,254 shares — an estimated $45K sold.

OneDigital Investment Advisors first reported a position in DAN in Q2 2017 and held it in 9 quarters. The position peaked at $45K in Q2 2019. 263 funds tracked by Wall St. Rank hold DAN as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Dana Inc position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,254 Dana Inc shares in Q3 2019, an estimated $45K.
  • OneDigital Investment Advisors first reported a position in Dana Inc in Q2 2017 and held it in 9 quarters.
  • OneDigital Investment Advisors's Dana Inc position peaked at $45K in Q2 2019.
  • 263 funds tracked by Wall St. Rank held Dana Inc as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.