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Brewin Dolphin Wealth Management’s Danaher DHR Stock Holding History

Brewin Dolphin 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
2021
Q2 		– Sell
-258
Closed -$51.5K – 343
2021
Q1 		$51.5K Buy
258
+80
+45% +$16.2K 0.01% 175
2020
Q4 		$35.1K Hold
178
– – 0.01% 188
2020
Q3 		$34K Buy
178
+38
+27% +$6.76K 0.01% 189
2020
Q2 		$21.9K Buy
+140
New +$20.1K ﹤0.01% 210

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brewin Dolphin Wealth Management's DHR Position: Q2 2021 in Review

Brewin Dolphin Wealth Management sold out of Danaher (DHR) in Q2 2021, closing a stake of 258 shares — an estimated $51.5K sold.

Brewin Dolphin Wealth Management first reported a position in DHR in Q2 2020 and held it in 4 quarters. The position peaked at $51.5K in Q1 2021. 1,817 funds tracked by Wall St. Rank hold DHR as of Q2 2021.

  • Brewin Dolphin Wealth Management reported no remaining Danaher position as of Q2 2021 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 258 Danaher shares in Q2 2021, an estimated $51.5K.
  • Brewin Dolphin Wealth Management first reported a position in Danaher in Q2 2020 and held it in 4 quarters.
  • Brewin Dolphin Wealth Management's Danaher position peaked at $51.5K in Q1 2021.
  • 1,817 funds tracked by Wall St. Rank held Danaher as of Q2 2021.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2021, filed 9 Nov 2023.