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Ascent Wealth Partners’s Danaher DHR Stock Holding History

Ascent Wealth Partners’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 		– Sell
-952
Closed -$238K – 158
2024
Q2 		$238K Sell
952
-152
-14% -$38.4K 0.03% 151
2024
Q1 		$276K Buy
1,104
+80
+8% +$19.5K 0.04% 151
2023
Q4 		$237K Sell
1,024
-386
-27% -$82.1K 0.04% 152
2023
Q3 		$310K Buy
1,410
+138
+11% +$30.8K 0.06% 140
2023
Q2 		$271K Buy
+1,272
New +$269K 0.05% 144

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

Ascent Wealth Partners's DHR Position: Q3 2024 in Review

Ascent Wealth Partners sold out of Danaher (DHR) in Q3 2024, closing a stake of 952 shares — an estimated $238K sold.

Ascent Wealth Partners first reported a position in DHR in Q2 2023 and held it in 5 quarters. The position peaked at $310K in Q3 2023. 2,271 funds tracked by Wall St. Rank hold DHR as of Q3 2024.

  • Ascent Wealth Partners reported no remaining Danaher position as of Q3 2024 after selling out during the quarter.
  • Ascent Wealth Partners sold 952 Danaher shares in Q3 2024, an estimated $238K.
  • Ascent Wealth Partners first reported a position in Danaher in Q2 2023 and held it in 5 quarters.
  • Ascent Wealth Partners's Danaher position peaked at $310K in Q3 2023.
  • 2,271 funds tracked by Wall St. Rank held Danaher as of Q3 2024.

Based on Ascent Wealth Partners's 13F filing for Q3 2024, filed 31 Oct 2024.