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Caliber Wealth Management (Utah)’s Danaher DHR Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		$2.56M Buy
10,243
+401
+4% +$97.9K 1.36% 31
2023
Q4 		$2.28M Sell
9,842
-547
-5% -$116K 1.34% 32
2023
Q3 		$2.28M Buy
10,389
+767
+8% +$171K 1.54% 24
2023
Q2 		$2.05M Buy
9,622
+977
+11% +$207K 1.37% 34
2023
Q1 		$1.93M Buy
8,645
+1,601
+23% +$364K 1.45% 32
2022
Q4 		$1.66M Sell
7,044
-3,331
-32% -$772K 1.27% 33
2022
Q3 		$2.38M Buy
10,375
+65
+0.6% +$15.9K 1.88% 16
2022
Q2 		$2.32M Sell
10,310
-54
-0.5% -$12.4K 1.8% 17
2022
Q1 		$2.69M Buy
10,364
+655
+7% +$164K 1.72% 19
2021
Q4 		$2.52M Buy
9,709
+1,441
+17% +$397K 1.74% 17
2021
Q3 		$2.23M Sell
8,268
-93
-1% -$25.3K 1.57% 19
2021
Q2 		$1.99M Buy
8,361
+286
+4% +$63.4K 1.41% 19
2021
Q1 		$1.61M Buy
8,075
+828
+11% +$168K 1.17% 32
2020
Q4 		$1.43M Buy
+7,247
New +$1.45M 1.4% 30

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Caliber Wealth Management (Utah)'s DHR Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Danaher (DHR) stake by 4.1% in Q1 2024, buying an estimated $97.9K and bringing the position to 10,243 shares worth $2.56M. The position accounts for 1.36% of the portfolio, ranked #31.

Caliber Wealth Management (Utah) first reported a position in DHR in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.69M in Q1 2022. 2,195 funds tracked by Wall St. Rank hold DHR as of Q1 2024.

  • Caliber Wealth Management (Utah) held 10,243 shares of Danaher worth $2.56M as of Q1 2024.
  • Caliber Wealth Management (Utah) bought 401 Danaher shares in Q1 2024, an estimated $97.9K.
  • Danaher made up 1.36% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #31 holding.
  • Caliber Wealth Management (Utah) first reported a position in Danaher in Q4 2020 and has held it in 14 quarters since.
  • Caliber Wealth Management (Utah)'s Danaher position peaked at $2.69M in Q1 2022.
  • 2,195 funds tracked by Wall St. Rank held Danaher as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.