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Steward Financial Group’s Dana Inc DAN Stock Holding History

Steward 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
2023
Q3 		$1K Buy
+131
New +$2.18K ﹤0.01% 1129
2022
Q3 		– Sell
-90
Closed -$1K – 397
2022
Q2 		$1K Buy
+90
New +$1.4K ﹤0.01% 713

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Steward Financial Group's DAN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Dana Inc (DAN) in Q3 2023: 131 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1129 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DAN as recently as Q2 2022.

Steward Financial Group first reported a position in DAN in Q2 2022 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold DAN as of Q3 2023.

  • Steward Financial Group held 131 shares of Dana Inc worth $1K as of Q3 2023.
  • Dana Inc was a new Steward Financial Group position in Q3 2023.
  • Dana Inc made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1129 holding.
  • Steward Financial Group first reported a position in Dana Inc in Q2 2022 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held Dana Inc as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.