BerganKDV Wealth Management’s Danaher DHR Stock Holding History

BerganKDV 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 Q2	$684K	Sell	3,215 -144	-4%	-$30.5K	0.07%	152
2023 Q1	$751K	Buy	3,359 +109	+3%	+$24.8K	0.08%	148
2022 Q4	$765K	Buy	3,250 +66	+2%	+$15.3K	0.08%	143
2022 Q3	$729K	Buy	3,184 +186	+6%	+$45.5K	0.09%	138
2022 Q2	$674K	Hold	2,998	–	–	0.08%	149
2022 Q1	$780K	Sell	2,998 -16	-0.5%	-$4.01K	0.08%	140
2021 Q4	$879K	Sell	3,014 -73	-2%	-$20.1K	0.09%	142
2021 Q3	$833K	Hold	3,087	–	–	0.09%	134
2021 Q2	$734K	Hold	3,087	–	–	0.09%	144
2021 Q1	$616K	Sell	3,087 -9	-0.3%	-$1.83K	0.08%	158
2020 Q4	$610K	Buy	3,096 +59	+2%	+$11.8K	0.09%	145
2020 Q3	$580K	Sell	3,037 -135	-4%	-$24K	0.09%	142
2020 Q2	$497K	Buy	3,172 +59	+2%	+$8.47K	0.09%	145
2020 Q1	$382K	Buy	3,113 +9	+0.3%	+$1.21K	0.08%	154
2019 Q4	$422K	Buy	3,104 +2,564	+475%	+$324K	0.08%	165
2019 Q3	$69K	Sell	540 -452	-46%	-$56.6K	0.01%	297
2019 Q2	$126K	Hold	992	–	–	0.02%	245
2019 Q1	$116K	Hold	992	–	–	0.02%	263
2018 Q4	$91K	Buy	992 +60	+6%	+$5.45K	0.02%	246
2018 Q3	$90K	Sell	932 -338	-27%	-$30.8K	0.02%	262
2018 Q2	$111K	Buy	+1,270	New	+$113K	0.02%	241

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BerganKDV Wealth Management's DHR Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Danaher (DHR) stake by 4.3% in Q2 2023, selling an estimated $30.5K and leaving 3,215 shares worth $684K. The position accounts for 0.07% of the portfolio, ranked #152.

BerganKDV Wealth Management first reported a position in DHR in Q2 2018 and has held it in 21 quarters since. The position peaked at $879K in Q4 2021. 2,067 funds tracked by Wall St. Rank hold DHR as of Q2 2023.

BerganKDV Wealth Management held 3,215 shares of Danaher worth $684K as of Q2 2023.
BerganKDV Wealth Management sold 144 Danaher shares in Q2 2023, an estimated $30.5K.
Danaher made up 0.07% of BerganKDV Wealth Management's portfolio in Q2 2023, its #152 holding.
BerganKDV Wealth Management first reported a position in Danaher in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Danaher position peaked at $879K in Q4 2021.
2,067 funds tracked by Wall St. Rank held Danaher as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.