BWM
DHR icon

Baystate Wealth Management’s Danaher DHR Stock Holding History

Baystate 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
2023
Q4 		$193K Buy
835
+15
+2% +$3.19K 0.01% 205
2023
Q3 		$180K Sell
820
-32
-4% -$7.14K 0.01% 207
2023
Q2 		$181K Buy
852
+282
+49% +$59.7K 0.01% 195
2023
Q1 		$127K Buy
570
+38
+7% +$8.64K 0.01% 223
2022
Q4 		$126K Hold
532
– – 0.01% 228
2022
Q3 		$122K Sell
532
-76
-13% -$18.6K 0.01% 217
2022
Q2 		$137K Sell
608
-37
-6% -$8.52K 0.01% 204
2022
Q1 		$168K Sell
645
-19
-3% -$4.76K 0.01% 185
2021
Q4 		$194K Buy
664
+37
+6% +$10.2K 0.02% 183
2021
Q3 		$169K Buy
627
+5
+0.8% +$1.36K 0.02% 164
2021
Q2 		$148K Buy
622
+58
+10% +$12.9K 0.01% 172
2021
Q1 		$113K Buy
564
+227
+67% +$46.1K 0.01% 182
2020
Q4 		$67K Buy
337
+10
+3% +$2K 0.01% 219
2020
Q3 		$62K Sell
327
-1,956
-86% -$348K 0.01% 198
2020
Q2 		$358K Buy
2,283
+59
+3% +$8.47K 0.04% 84
2020
Q1 		$273K Buy
2,224
+2
+0.1% +$270 0.04% 87
2019
Q4 		$302K Buy
2,222
+68
+3% +$8.59K 0.04% 91
2019
Q3 		$276K Sell
2,154
-454
-17% -$56.8K 0.04% 93
2019
Q2 		$333K Sell
2,608
-240
-8% -$28.4K 0.04% 79
2019
Q1 		$327K Hold
2,848
– – 0.04% 83
2018
Q4 		$271K Buy
2,848
+172
+6% +$15.6K 0.04% 85
2018
Q3 		$246K Buy
2,676
+516
+24% +$47K 0.04% 77
2018
Q2 		$189K Hold
2,160
– – 0.03% 90
2018
Q1 		$194K Sell
2,160
-226
-9% -$19.8K 0.03% 85
2017
Q4 		$211K Buy
2,386
+177
+8% +$14.4K 0.03% 80
2017
Q3 		$170K Sell
2,209
-177
-7% -$13.1K 0.03% 84
2017
Q2 		$181K Buy
2,386
+243
+11% +$18.2K 0.03% 81
2017
Q1 		$163K Buy
2,143
+67
+3% +$4.99K 0.03% 88
2016
Q4 		$146K Buy
+2,076
New +$144K 0.03% 84

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baystate Wealth Management's DHR Position: Q4 2023 in Review

Baystate Wealth Management increased its Danaher (DHR) stake by 1.8% in Q4 2023, buying an estimated $3.19K and bringing the position to 835 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #205.

Baystate Wealth Management first reported a position in DHR in Q4 2016 and has held it in 29 quarters since. The position peaked at $358K in Q2 2020. 2,127 funds tracked by Wall St. Rank hold DHR as of Q4 2023.

  • Baystate Wealth Management held 835 shares of Danaher worth $193K as of Q4 2023.
  • Baystate Wealth Management bought 15 Danaher shares in Q4 2023, an estimated $3.19K.
  • Danaher made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #205 holding.
  • Baystate Wealth Management first reported a position in Danaher in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Danaher position peaked at $358K in Q2 2020.
  • 2,127 funds tracked by Wall St. Rank held Danaher as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.