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Synergy Asset Management’s Dana Inc DAN Stock Holding History

Synergy Asset Management’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
2026
Q1 		– Sell
-46,641
Closed -$1.11M – 266
2025
Q4 		$1.11M Sell
46,641
-77,905
-63% -$1.65M 0.12% 94
2025
Q3 		$2.5M Buy
+124,546
New +$2.31M 0.09% 120

Other funds holding DAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Synergy Asset Management's DAN Position: Q1 2026 in Review

Synergy Asset Management sold out of Dana Inc (DAN) in Q1 2026, closing a stake of 46,641 shares — an estimated $1.11M sold.

Synergy Asset Management first reported a position in DAN in Q3 2025 and held it in 2 quarters. The position peaked at $2.5M in Q3 2025. 336 funds tracked by Wall St. Rank hold DAN as of Q1 2026.

  • Synergy Asset Management reported no remaining Dana Inc position as of Q1 2026 after selling out during the quarter.
  • Synergy Asset Management sold 46,641 Dana Inc shares in Q1 2026, an estimated $1.11M.
  • Synergy Asset Management first reported a position in Dana Inc in Q3 2025 and held it in 2 quarters.
  • Synergy Asset Management's Dana Inc position peaked at $2.5M in Q3 2025.
  • 336 funds tracked by Wall St. Rank held Dana Inc as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.