Atlas Private Wealth Management’s Danaher DHR Stock Holding History

Atlas Private 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
2024 Q1	$1.57M	Buy	6,268 +608	+11%	+$148K	0.66%	52
2023 Q4	$1.31M	Sell	5,660 -1,119	-17%	-$238K	0.62%	56
2023 Q3	$1.49M	Sell	6,779 -676	-9%	-$151K	0.8%	43
2023 Q2	$1.59M	Buy	7,455 +2,124	+40%	+$450K	0.84%	40
2023 Q1	$1.19M	Buy	5,331 +10	+0.2%	+$2.27K	0.72%	48
2022 Q4	$1.25M	Buy	5,321 +228	+4%	+$52.9K	0.58%	37
2022 Q3	$1.17M	Buy	5,093 +158	+3%	+$38.7K	0.84%	36
2022 Q2	$1.11M	Buy	4,935 +62	+1%	+$14.3K	0.76%	40
2022 Q1	$1.27M	Buy	+4,873	New	+$1.22M	0.74%	43
2021 Q2	–	Sell	-215	Closed	-$43K	–	175
2021 Q1	$43K	Hold	215	–	–	0.03%	199
2020 Q4	$42K	Hold	215	–	–	0.03%	204
2020 Q3	$41K	Buy	+215	New	+$38.2K	0.03%	198

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

Atlas Private Wealth Management's DHR Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Danaher (DHR) stake by 11% in Q1 2024, buying an estimated $148K and bringing the position to 6,268 shares worth $1.57M. The position accounts for 0.66% of the portfolio, ranked #52.

Atlas Private Wealth Management first reported a position in DHR in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.59M in Q2 2023. 2,196 funds tracked by Wall St. Rank hold DHR as of Q1 2024.

Atlas Private Wealth Management held 6,268 shares of Danaher worth $1.57M as of Q1 2024.
Atlas Private Wealth Management bought 608 Danaher shares in Q1 2024, an estimated $148K.
Danaher made up 0.66% of Atlas Private Wealth Management's portfolio in Q1 2024, its #52 holding.
Atlas Private Wealth Management first reported a position in Danaher in Q3 2020 and has held it in 12 quarters since.
Atlas Private Wealth Management's Danaher position peaked at $1.59M in Q2 2023.
2,196 funds tracked by Wall St. Rank held Danaher as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.