Welch Group’s Dana Inc DAN Stock Holding History

Welch 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
2024 Q3	–	Sell	-19,000	Closed	-$230K	–	273
2024 Q2	$230K	Buy	+19,000	New	+$247K	0.01%	227
2021 Q3	–	Sell	-8,500	Closed	-$202K	–	190
2021 Q2	$202K	Hold	8,500	–	–	0.01%	185
2021 Q1	$207K	Buy	+8,500	New	+$195K	0.01%	178

Other funds holding DAN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Welch Group's DAN Position: Q3 2024 in Review

Welch Group sold out of Dana Inc (DAN) in Q3 2024, closing a stake of 19,000 shares — an estimated $230K sold.

Welch Group first reported a position in DAN in Q1 2021 and held it in 3 quarters. The position peaked at $230K in Q2 2024. 271 funds tracked by Wall St. Rank hold DAN as of Q3 2024.

Welch Group reported no remaining Dana Inc position as of Q3 2024 after selling out during the quarter.
Welch Group sold 19,000 Dana Inc shares in Q3 2024, an estimated $230K.
Welch Group first reported a position in Dana Inc in Q1 2021 and held it in 3 quarters.
Welch Group's Dana Inc position peaked at $230K in Q2 2024.
271 funds tracked by Wall St. Rank held Dana Inc as of Q3 2024.

Based on Welch Group's 13F filing for Q3 2024, filed 24 Oct 2024.