AllSquare Wealth Management’s Danaher DHR Stock Holding History

AllSquare Wealth Management’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
2023 Q3	–	Sell	-3	Closed	-$682	–	556
2023 Q2	$682	Hold	3	–	–	﹤0.01%	512
2023 Q1	$756	Hold	3	–	–	﹤0.01%	503
2022 Q4	$796	Hold	3	–	–	﹤0.01%	482
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	471
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	475
2022 Q1	$1K	Buy	+3	New	+$751	﹤0.01%	478
2017 Q1	–	Sell	-549	Closed	-$38K	–	374
2016 Q4	$38K	Buy	549 +39	+8%	+$2.71K	0.03%	155
2016 Q3	$35K	Sell	510 -163	-24%	-$11.6K	0.03%	141
2016 Q2	$46K	Buy	673 +90	+15%	+$5.89K	0.05%	123
2016 Q1	$37K	Hold	583	–	–	0.04%	132
2015 Q4	$36K	Sell	583 -2	-0.3%	-$125	0.04%	135
2015 Q3	$33K	Hold	585	–	–	0.03%	134
2015 Q2	$34K	Hold	585	–	–	0.03%	140
2015 Q1	$33K	Buy	585 +33	+6%	+$1.89K	0.03%	144
2014 Q4	$32K	Buy	+552	New	+$29.9K	0.03%	148

Other funds holding DHR

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllSquare Wealth Management's DHR Position: Q3 2023 in Review

AllSquare Wealth Management sold out of Danaher (DHR) in Q3 2023, closing a stake of 3 shares — an estimated $682 sold.

AllSquare Wealth Management first reported a position in DHR in Q4 2014 and held it in 15 quarters. The position peaked at $46K in Q2 2016. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

AllSquare Wealth Management reported no remaining Danaher position as of Q3 2023 after selling out during the quarter.
AllSquare Wealth Management sold 3 Danaher shares in Q3 2023, an estimated $682.
AllSquare Wealth Management first reported a position in Danaher in Q4 2014 and held it in 15 quarters.
AllSquare Wealth Management's Danaher position peaked at $46K in Q2 2016.
2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on AllSquare Wealth Management's 13F filing for Q3 2023, filed 27 Nov 2023.