Avalon Investment & Advisory’s Danaher DHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$18.2M Sell
81,287
-4,151
-5% -$944K 0.5% 56
2022
Q4
$20.1M Sell
85,438
-2,118
-2% -$491K 0.57% 57
2022
Q3
$20M Sell
87,556
-948
-1% -$232K 0.62% 50
2022
Q2
$19.9M Buy
88,504
+39
+0% +$8.98K 0.56% 57
2022
Q1
$23M Buy
88,465
+11,249
+15% +$2.82M 0.56% 61
2021
Q4
$22.5M Sell
77,216
-15,473
-17% -$4.26M 0.56% 56
2021
Q3
$25M Buy
92,689
+3,751
+4% +$1.02M 0.58% 55
2021
Q2
$21.2M Sell
88,938
-2,017
-2% -$447K 0.47% 65
2021
Q1
$18.1M Buy
90,955
+1,241
+1% +$252K 0.42% 87
2020
Q4
$17.7M Buy
89,714
+4,542
+5% +$911K 0.36% 87
2020
Q3
$16.3M Sell
85,172
-431
-0.5% -$76.7K 0.36% 86
2020
Q2
$13.4M Sell
85,603
-5,969
-7% -$857K 0.31% 102
2020
Q1
$11.2M Sell
91,572
-5,133
-5% -$692K 0.29% 106
2019
Q4
$13.2M Sell
96,705
-5,118
-5% -$647K 0.27% 111
2019
Q3
$13M Sell
101,823
-9,640
-9% -$1.21M 0.29% 119
2019
Q2
$14.1M Sell
111,463
-9,973
-8% -$1.18M 0.31% 113
2019
Q1
$14.2M Sell
121,436
-7,095
-6% -$727K 0.32% 106
2018
Q4
$11.8M Buy
128,531
+4,474
+4% +$406K 0.3% 111
2018
Q3
$11.9M Buy
124,057
+661
+0.5% +$60.2K 0.34% 108
2018
Q2
$10.8M Buy
123,396
+181
+0.1% +$16.1K 0.32% 112
2018
Q1
$10.7M Buy
123,215
+701
+0.6% +$61.3K 0.33% 110
2017
Q4
$10.1M Buy
122,514
+160
+0.1% +$13K 0.32% 116
2017
Q3
$9.3M Sell
122,354
-1,389
-1% -$103K 0.3% 112
2017
Q2
$9.26M Sell
123,743
-1,350
-1% -$101K 0.31% 109
2017
Q1
$9.48M Sell
125,093
-1,583
-1% -$118K 0.33% 103
2016
Q4
$8.74M Sell
126,676
-3,049
-2% -$212K 0.32% 103
2016
Q3
$9.02M Sell
129,725
-44,890
-26% -$3.18M 0.34% 97
2016
Q2
$11.9M Buy
+174,615
New +$11.4M 0.46% 81
2015
Q3
Sell
-8,728
Closed -$502K 253
2015
Q2
$502K Sell
8,728
-3,850
-31% -$221K 0.02% 198
2015
Q1
$718K Buy
12,578
+89
+0.7% +$5.11K 0.03% 134
2014
Q4
$719K Sell
12,489
-907
-7% -$49.2K 0.03% 128
2014
Q3
$684K Sell
13,396
-140
-1% -$7.2K 0.03% 137
2014
Q2
$716K Buy
13,536
+2,005
+17% +$103K 0.04% 134
2014
Q1
$581K Hold
11,531
0.03% 136
2013
Q4
$598K Hold
11,531
0.03% 139
2013
Q3
$537K Sell
11,531
-29
-0.3% -$1.31K 0.03% 144
2013
Q2
$492K Buy
+11,560
New +$479K 0.03% 159

Other funds holding DHR

Avalon Investment & Advisory's DHR Position: Q1 2023 in Review

Avalon Investment & Advisory reduced its Danaher (DHR) stake by 4.9% in Q1 2023, selling an estimated $944K and leaving 81,287 shares worth $18.2M. The position accounts for 0.5% of the portfolio, ranked #56.

Avalon Investment & Advisory first reported a position in DHR in Q2 2013 and has held it in 37 quarters since. The position peaked at $25M in Q3 2021. 2,075 funds tracked by Wall St. Rank hold DHR as of Q1 2023.

  • Avalon Investment & Advisory held 81,287 shares of Danaher worth $18.2M as of Q1 2023.
  • Avalon Investment & Advisory sold 4,151 Danaher shares in Q1 2023, an estimated $944K.
  • Danaher made up 0.5% of Avalon Investment & Advisory's portfolio in Q1 2023, its #56 holding.
  • Avalon Investment & Advisory first reported a position in Danaher in Q2 2013 and has held it in 37 quarters since.
  • Avalon Investment & Advisory's Danaher position peaked at $25M in Q3 2021.
  • 2,075 funds tracked by Wall St. Rank held Danaher as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.