AIA
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Alera Investment Advisors’s Danaher DHR Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$723K Sell
2,601
-60
-2% -$15.9K 0.08% 97
2024
Q2 		$665K Buy
2,661
+790
+42% +$200K 0.08% 98
2024
Q1 		$467K Buy
1,871
+51
+3% +$12.4K 0.06% 122
2023
Q4 		$421K Sell
1,820
-237
-12% -$50.4K 0.06% 126
2023
Q3 		$452K Sell
2,057
-73
-3% -$16.3K 0.07% 118
2023
Q2 		$453K Sell
2,130
-45
-2% -$9.53K 0.1% 117
2023
Q1 		$486K Sell
2,175
-353
-14% -$80.3K 0.11% 116
2022
Q4 		$595K Sell
2,528
-221
-8% -$51.2K 0.14% 92
2022
Q3 		$630K Buy
2,749
+17
+0.6% +$4.16K 0.18% 78
2022
Q2 		$614K Sell
2,732
-315
-10% -$72.5K 0.17% 86
2022
Q1 		$792K Buy
3,047
+1,510
+98% +$378K 0.18% 76
2021
Q4 		$449K Buy
1,537
+67
+5% +$18.5K 0.12% 55
2021
Q3 		$397K Buy
1,470
+145
+11% +$39.5K 0.12% 61
2021
Q2 		$315K Buy
1,325
+2
+0.2% +$443 0.09% 75
2021
Q1 		$264K Buy
1,323
+21
+2% +$4.26K 0.09% 79
2020
Q4 		$256K Hold
1,302
– – 0.09% 73
2020
Q3 		$249K Hold
1,302
– – 0.1% 70
2020
Q2 		$204K Buy
+1,302
New +$187K 0.11% 73
2020
Q1 		– Sell
-1,616
Closed -$220K – 68
2019
Q4 		$220K Sell
1,616
-1,091
-40% -$138K 0.1% 56
2019
Q3 		$347K Sell
2,707
-190
-7% -$23.8K 0.17% 44
2019
Q2 		$367K Buy
2,897
+19
+0.7% +$2.25K 0.19% 46
2019
Q1 		$337K Sell
2,878
-168
-6% -$17.2K 0.16% 50
2018
Q4 		$278K Buy
+3,046
New +$277K 0.17% 69

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's DHR Position: Q3 2024 in Review

Alera Investment Advisors reduced its Danaher (DHR) stake by 2.3% in Q3 2024, selling an estimated $15.9K and leaving 2,601 shares worth $723K. The position accounts for 0.08% of the portfolio, ranked #97.

Alera Investment Advisors first reported a position in DHR in Q4 2018 and has held it in 23 quarters since. The position peaked at $792K in Q1 2022. 2,272 funds tracked by Wall St. Rank hold DHR as of Q3 2024.

  • Alera Investment Advisors held 2,601 shares of Danaher worth $723K as of Q3 2024.
  • Alera Investment Advisors sold 60 Danaher shares in Q3 2024, an estimated $15.9K.
  • Danaher made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #97 holding.
  • Alera Investment Advisors first reported a position in Danaher in Q4 2018 and has held it in 23 quarters since.
  • Alera Investment Advisors's Danaher position peaked at $792K in Q1 2022.
  • 2,272 funds tracked by Wall St. Rank held Danaher as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.