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WRF
Waddell & Reed Financial’s
Dana Inc
DAN
Stock Holding History
Waddell & Reed Financial’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
2021
Q1
$8.98M
Sell
369,010
-26,265
-7%
-$602K
0.02%
411
2020
Q4
$7.72M
Buy
+395,275
New
+$6.62M
0.02%
420
2014
Q4
–
Sell
-426,000
Closed
-$8.17M
–
566
2014
Q3
$8.17M
Sell
426,000
-76,400
-15%
-$1.73M
0.01%
438
2014
Q2
$12.3M
Sell
502,400
-173,800
-26%
-$3.89M
0.02%
402
2014
Q1
$15.7M
Buy
676,200
+89,800
+15%
+$1.86M
0.02%
367
2013
Q4
$11.5M
Sell
586,400
-34,500
-6%
-$701K
0.02%
405
2013
Q3
$14.2M
Sell
620,900
-82,300
-12%
-$1.78M
0.03%
358
2013
Q2
$13.5M
Buy
+703,200
New
+$12.4M
0.03%
340
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1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
IC
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$8.55B AUM
29.29%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
WCM
Wedge Capital Management
Charlotte, North Carolina
$6.06B AUM
47.24%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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