Number of Shares
5,800.00
Current Holdings Value*
$77,310.00
% of Portfolio
0.35%
Total Estimate Gain
$21,962.00
% of Total Estimate Gain
21.93%

Small Company Value Portfolio's Dana Inc Holding Summary

As of 2025-03-31, Small Company Value Portfolio held 5,800.00 shares of Dana Inc(DAN), totaling $77,310.00. This investment constitutes 0.35% of their stock portfolio, and Small Company Value Portfolio now holds 0% of the outstanding Dana Inc(DAN) stock.

The initial trade took place in 2020Q4. And since then Small Company Value Portfolio has made 2 purchases of DAN, at an average price of $14.75, for a total of 6,790.00 shares. In addition, there have been 2 sales at an average price of $22.98 for 990.00 shares. Based on historical transaction data and DAN's current price of $17.13, Small Company Value Portfolio's estimated gain on his DAN holdings is $21,962.00, reflecting a 21.93% gain to date.

Small Company Value Portfolio DAN ($17.13) Holding Chart

Small Company Value Portfolio DAN ($17.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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