RFA
DAN icon

Reilly Financial Advisors’s Dana Inc DAN Stock Holding History

Reilly Financial 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
2020
Q4 		– Sell
-598
Closed -$7K – 894
2020
Q3 		$7K Hold
598
– – ﹤0.01% 618
2020
Q2 		$7K Hold
598
– – ﹤0.01% 651
2020
Q1 		$5K Hold
598
– – ﹤0.01% 674
2019
Q4 		$11K Hold
598
– – ﹤0.01% 603
2019
Q3 		$9K Hold
598
– – ﹤0.01% 643
2019
Q2 		$12K Hold
598
– – ﹤0.01% 625
2019
Q1 		$11K Hold
598
– – ﹤0.01% 655
2018
Q4 		$8K Buy
+598
New +$9.07K ﹤0.01% 679

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Reilly Financial Advisors's DAN Position: Q4 2020 in Review

Reilly Financial Advisors sold out of Dana Inc (DAN) in Q4 2020, closing a stake of 598 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in DAN in Q4 2018 and held it in 8 quarters. The position peaked at $12K in Q2 2019. 268 funds tracked by Wall St. Rank hold DAN as of Q4 2020.

  • Reilly Financial Advisors reported no remaining Dana Inc position as of Q4 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 598 Dana Inc shares in Q4 2020, an estimated $7K.
  • Reilly Financial Advisors first reported a position in Dana Inc in Q4 2018 and held it in 8 quarters.
  • Reilly Financial Advisors's Dana Inc position peaked at $12K in Q2 2019.
  • 268 funds tracked by Wall St. Rank held Dana Inc as of Q4 2020.

Based on Reilly Financial Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.