Safeguard Financial’s DAIMLER AG DAI Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-130	Closed	-$10K	–	591
2023 Q2	$10K	Buy	+130	New	+$10K	﹤0.01%	344

Other funds holding DAI

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Reik & Co New York $384M AUM 6.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

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

Safeguard Financial's DAI Position: Q3 2023 in Review

Safeguard Financial sold out of DAIMLER AG (DAI) in Q3 2023, closing a stake of 130 shares — an estimated $10K sold.

Safeguard Financial first reported a position in DAI in Q2 2023 and held it in 1 quarter. The position peaked at $10K in Q2 2023. 9 funds tracked by Wall St. Rank hold DAI as of Q3 2023.

Safeguard Financial reported no remaining DAIMLER AG position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 130 DAIMLER AG shares in Q3 2023, an estimated $10K.
Safeguard Financial first reported a position in DAIMLER AG in Q2 2023 and held it in 1 quarter.
Safeguard Financial's DAIMLER AG position peaked at $10K in Q2 2023.
9 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.