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ACG Wealth’s Danaher DHR Stock Holding History

ACG Wealth’s Portfolio DHR Stock Details DHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$362K Sell
1,583
-1,178
-43% -$288K 0.08% 184
2022
Q2 		$621K Buy
2,761
+2
+0.1% +$461 0.13% 154
2022
Q1 		$718K Buy
2,759
+255
+10% +$63.9K 0.14% 153
2021
Q4 		$730K Buy
2,504
+1,177
+89% +$324K 0.1% 186
2021
Q3 		$358K Buy
1,327
+2
+0.2% +$544 0.05% 225
2021
Q2 		$315K Buy
1,325
+1
+0.1% +$222 0.04% 247
2021
Q1 		$264K Sell
1,324
-396
-23% -$80.4K 0.04% 266
2020
Q4 		$339K Buy
1,720
+1
+0.1% +$200 0.05% 219
2020
Q3 		$328K Sell
1,719
-1,214
-41% -$216K 0.05% 212
2020
Q2 		$460K Buy
2,933
+4
+0.1% +$574 0.08% 176
2020
Q1 		$360K Buy
2,929
+86
+3% +$11.6K 0.07% 215
2019
Q4 		$387K Buy
2,843
+13
+0.5% +$1.64K 0.06% 238
2019
Q3 		$362K Buy
2,830
+515
+22% +$64.5K 0.05% 244
2019
Q2 		$293K Sell
2,315
-1
-0% -$118 0.04% 275
2019
Q1 		$271K Buy
+2,316
New +$237K 0.04% 275

Other funds holding DHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACG Wealth's DHR Position: Q3 2022 in Review

ACG Wealth reduced its Danaher (DHR) stake by 43% in Q3 2022, selling an estimated $288K and leaving 1,583 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #184.

ACG Wealth first reported a position in DHR in Q1 2019 and has held it in 15 quarters since. The position peaked at $730K in Q4 2021. 2,028 funds tracked by Wall St. Rank hold DHR as of Q3 2022.

  • ACG Wealth held 1,583 shares of Danaher worth $362K as of Q3 2022.
  • ACG Wealth sold 1,178 Danaher shares in Q3 2022, an estimated $288K.
  • Danaher made up 0.08% of ACG Wealth's portfolio in Q3 2022, its #184 holding.
  • ACG Wealth first reported a position in Danaher in Q1 2019 and has held it in 15 quarters since.
  • ACG Wealth's Danaher position peaked at $730K in Q4 2021.
  • 2,028 funds tracked by Wall St. Rank held Danaher as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.