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Aviso Wealth Management’s Danaher DHR Stock Holding History

Aviso 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
Q3 		– Sell
-988
Closed -$247K – 150
2024
Q2 		$247K Buy
988
+55
+6% +$13.9K 0.15% 129
2024
Q1 		$233K Sell
933
-169
-15% -$41.2K 0.15% 131
2023
Q4 		$255K Buy
+1,102
New +$235K 0.18% 120

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

Aviso Wealth Management's DHR Position: Q3 2024 in Review

Aviso Wealth Management sold out of Danaher (DHR) in Q3 2024, closing a stake of 988 shares — an estimated $247K sold.

Aviso Wealth Management first reported a position in DHR in Q4 2023 and held it in 3 quarters. The position peaked at $255K in Q4 2023. 2,272 funds tracked by Wall St. Rank hold DHR as of Q3 2024.

  • Aviso Wealth Management reported no remaining Danaher position as of Q3 2024 after selling out during the quarter.
  • Aviso Wealth Management sold 988 Danaher shares in Q3 2024, an estimated $247K.
  • Aviso Wealth Management first reported a position in Danaher in Q4 2023 and held it in 3 quarters.
  • Aviso Wealth Management's Danaher position peaked at $255K in Q4 2023.
  • 2,272 funds tracked by Wall St. Rank held Danaher as of Q3 2024.

Based on Aviso Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.