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Steward Partners Investment Advisory’s Dana Inc DAN Stock Holding History

Steward Partners Investment Advisory’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
2024
Q4 		– Sell
-723
Closed -$7.63K – 3998
2024
Q3 		$7.63K Buy
+723
New +$7.97K ﹤0.01% 3053
2024
Q1 		– Sell
-21
Closed -$307 – 3594
2023
Q4 		$307 Hold
21
– – ﹤0.01% 3391
2023
Q3 		$308 Hold
21
– – ﹤0.01% 3278
2023
Q2 		$357 Sell
21
-39
-65% -$569 ﹤0.01% 3209
2023
Q1 		$903 Sell
60
-2,286
-97% -$37.4K ﹤0.01% 3125
2022
Q4 		$35.5K Sell
2,346
-294
-11% -$4.56K ﹤0.01% 1971
2022
Q3 		$30K Sell
2,640
-53
-2% -$803 ﹤0.01% 2020
2022
Q2 		$38K Hold
2,693
– – ﹤0.01% 1933
2022
Q1 		$47K Buy
2,693
+302
+13% +$6.18K ﹤0.01% 1949
2021
Q4 		$55K Buy
2,391
+176
+8% +$4.08K ﹤0.01% 1862
2021
Q3 		$49K Buy
2,215
+242
+12% +$5.56K ﹤0.01% 1902
2021
Q2 		$47K Buy
1,973
+911
+86% +$23.6K ﹤0.01% 3524
2021
Q1 		$25.8K Buy
+1,062
New +$24.3K ﹤0.01% 2349
2019
Q3 		– Sell
-256
Closed -$5K – 2635
2019
Q2 		$5K Buy
+256
New +$4.56K ﹤0.01% 2205
2018
Q4 		– Sell
-1,225
Closed -$23K – 1057
2018
Q3 		$23K Buy
1,225
+256
+26% +$5.15K ﹤0.01% 1492
2018
Q2 		$20K Sell
969
-75
-7% -$1.78K ﹤0.01% 1467
2018
Q1 		$26K Buy
1,044
+254
+32% +$7.51K ﹤0.01% 1234
2017
Q4 		$25K Buy
790
+595
+305% +$18.3K ﹤0.01% 1043
2017
Q3 		$5K Buy
+195
New +$4.73K ﹤0.01% 1281

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Steward Partners Investment Advisory's DAN Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Dana Inc (DAN) in Q4 2024, closing a stake of 723 shares — an estimated $7.63K sold.

Steward Partners Investment Advisory first reported a position in DAN in Q3 2017 and held it in 19 quarters. The position peaked at $55K in Q4 2021. 258 funds tracked by Wall St. Rank hold DAN as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Dana Inc position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 723 Dana Inc shares in Q4 2024, an estimated $7.63K.
  • Steward Partners Investment Advisory first reported a position in Dana Inc in Q3 2017 and held it in 19 quarters.
  • Steward Partners Investment Advisory's Dana Inc position peaked at $55K in Q4 2021.
  • 258 funds tracked by Wall St. Rank held Dana Inc as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.