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Avitas Wealth Management’s Danaher DHR Stock Holding History

Avitas 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
Q4 		$4.78M Sell
20,845
-143
-0.7% -$35.1K 0.66% 37
2024
Q3 		$5.84M Sell
20,988
-163
-0.8% -$43.1K 0.82% 29
2024
Q2 		$5.28M Sell
21,151
-210
-1% -$53.1K 0.77% 33
2024
Q1 		$5.33M Buy
21,361
+128
+0.6% +$31.2K 0.81% 35
2023
Q4 		$4.91M Sell
21,233
-2,357
-10% -$502K 0.82% 34
2023
Q3 		$5.19M Sell
23,590
-9,691
-29% -$2.16M 0.99% 25
2023
Q2 		$7.08M Sell
33,281
-385
-1% -$81.5K 1.28% 15
2023
Q1 		$7.52M Sell
33,666
-391
-1% -$88.9K 1.47% 12
2022
Q4 		$8.01M Buy
34,057
+6,553
+24% +$1.52M 1.69% 9
2022
Q3 		$6.3M Buy
27,504
+326
+1% +$79.8K 1.44% 15
2022
Q2 		$6.11M Buy
27,178
+9,335
+52% +$2.15M 1.34% 16
2022
Q1 		$4.64M Sell
17,843
-6,074
-25% -$1.52M 0.84% 26
2021
Q4 		$6.98M Buy
23,917
+309
+1% +$85.1K 1.17% 21
2021
Q3 		$6.37M Sell
23,608
-371
-2% -$101K 1.16% 17
2021
Q2 		$5.71M Buy
23,979
+549
+2% +$122K 1.02% 25
2021
Q1 		$4.67M Sell
23,430
-1,556
-6% -$316K 0.92% 30
2020
Q4 		$4.92M Sell
24,986
-10
-0% -$2K 1% 19
2020
Q3 		$4.77M Sell
24,996
-132
-0.5% -$23.5K 1.33% 14
2020
Q2 		$3.94M Sell
25,128
-5,682
-18% -$815K 1.31% 17
2020
Q1 		$3.78M Sell
30,810
-16,035
-34% -$2.16M 1.72% 11
2019
Q4 		$6.37M Buy
46,845
+190
+0.4% +$24K 1.63% 7
2019
Q3 		$5.97M Buy
46,655
+635
+1% +$79.5K 1.65% 8
2019
Q2 		$5.83M Sell
46,020
-507
-1% -$60K 1.62% 7
2019
Q1 		$5.45M Buy
46,527
+245
+0.5% +$25.1K 1.58% 10
2018
Q4 		$4.23M Buy
46,282
+13
+0% +$1.18K 1.39% 15
2018
Q3 		$4.46M Buy
46,269
+1,213
+3% +$110K 1.27% 12
2018
Q2 		$3.94M Buy
+45,056
New +$4.01M 1.23% 14

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Avitas Wealth Management's DHR Position: Q4 2024 in Review

Avitas Wealth Management reduced its Danaher (DHR) stake by 0.68% in Q4 2024, selling an estimated $35.1K and leaving 20,845 shares worth $4.78M. The position accounts for 0.66% of the portfolio, ranked #37.

Avitas Wealth Management first reported a position in DHR in Q2 2018 and has held it in 27 quarters since. The position peaked at $8.01M in Q4 2022. 2,312 funds tracked by Wall St. Rank hold DHR as of Q4 2024.

  • Avitas Wealth Management held 20,845 shares of Danaher worth $4.78M as of Q4 2024.
  • Avitas Wealth Management sold 143 Danaher shares in Q4 2024, an estimated $35.1K.
  • Danaher made up 0.66% of Avitas Wealth Management's portfolio in Q4 2024, its #37 holding.
  • Avitas Wealth Management first reported a position in Danaher in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's Danaher position peaked at $8.01M in Q4 2022.
  • 2,312 funds tracked by Wall St. Rank held Danaher as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.