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Summit Securities Group’s Dana Inc DAN Stock Holding History

Summit Securities 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
Q1 		– Sell
-3,947
Closed -$60K – 904
2022
Q4 		$60K Buy
+3,947
New +$61.2K ﹤0.01% 679
2022
Q3 		– Sell
-2,000
Closed -$28K – 974
2022
Q2 		$28K Hold
2,000
– – ﹤0.01% 693
2022
Q1 		$35K Buy
+2,000
New +$40.9K ﹤0.01% 652

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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

Summit Securities Group's DAN Position: Q1 2023 in Review

Summit Securities Group sold out of Dana Inc (DAN) in Q1 2023, closing a stake of 3,947 shares — an estimated $60K sold.

Summit Securities Group first reported a position in DAN in Q1 2022 and held it in 3 quarters. The position peaked at $60K in Q4 2022. 264 funds tracked by Wall St. Rank hold DAN as of Q1 2023.

  • Summit Securities Group reported no remaining Dana Inc position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 3,947 Dana Inc shares in Q1 2023, an estimated $60K.
  • Summit Securities Group first reported a position in Dana Inc in Q1 2022 and held it in 3 quarters.
  • Summit Securities Group's Dana Inc position peaked at $60K in Q4 2022.
  • 264 funds tracked by Wall St. Rank held Dana Inc as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.