ZIG
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Zullo Investment Group’s Dana Inc DAN Stock Holding History

Zullo Investment 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
-104
Closed -$1.57K – 262
2022
Q4 		$1.57K Hold
104
– – ﹤0.01% 713
2022
Q3 		$1K Hold
104
– – ﹤0.01% 732
2022
Q2 		$1K Hold
104
– – ﹤0.01% 751
2022
Q1 		$2K Hold
104
– – ﹤0.01% 743
2021
Q4 		$2K Buy
+104
New +$2.41K ﹤0.01% 749

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

Zullo Investment Group's DAN Position: Q1 2023 in Review

Zullo Investment Group sold out of Dana Inc (DAN) in Q1 2023, closing a stake of 104 shares — an estimated $1.57K sold.

Zullo Investment Group first reported a position in DAN in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 264 funds tracked by Wall St. Rank hold DAN as of Q1 2023.

  • Zullo Investment Group reported no remaining Dana Inc position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 104 Dana Inc shares in Q1 2023, an estimated $1.57K.
  • Zullo Investment Group first reported a position in Dana Inc in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Dana Inc position peaked at $2K in Q1 2022.
  • 264 funds tracked by Wall St. Rank held Dana Inc as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.