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Calton & Associates’s Danaher DHR Stock Holding History

Calton & Associates’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 		– Sell
-1,064
Closed -$238K – 220
2023
Q1 		$238K Sell
1,064
-547
-34% -$124K 0.11% 188
2022
Q4 		$379K Buy
1,611
+596
+59% +$138K 0.15% 166
2022
Q3 		$232K Sell
1,015
-139
-12% -$34K 0.13% 172
2022
Q2 		$259K Sell
1,154
-626
-35% -$144K 0.14% 172
2022
Q1 		$463K Sell
1,780
-268
-13% -$67.1K 0.14% 178
2021
Q4 		$597K Buy
2,048
+173
+9% +$47.6K 0.16% 159
2021
Q3 		$506K Buy
1,875
+275
+17% +$74.9K 0.11% 190
2021
Q2 		$381K Sell
1,600
-75
-4% -$16.6K 0.07% 247
2021
Q1 		$334K Buy
1,675
+106
+7% +$21.5K 0.07% 256
2020
Q4 		$309K Sell
1,569
-235
-13% -$47.1K 0.06% 260
2020
Q3 		$344K Buy
1,804
+155
+9% +$27.6K 0.07% 214
2020
Q2 		$259K Buy
+1,649
New +$237K 0.06% 249
2020
Q1 		– Sell
-2,175
Closed -$296K – 325
2019
Q4 		$296K Sell
2,175
-1,778
-45% -$225K 0.06% 265
2019
Q3 		$506K Buy
3,953
+338
+9% +$42.3K 0.11% 153
2019
Q2 		$458K Buy
+3,615
New +$428K 0.13% 138
2018
Q1 		– Sell
-1,296
Closed -$114K – 551
2017
Q4 		$114K Buy
+1,296
New +$105K 0.03% 454

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Calton & Associates's DHR Position: Q2 2023 in Review

Calton & Associates sold out of Danaher (DHR) in Q2 2023, closing a stake of 1,064 shares — an estimated $238K sold.

Calton & Associates first reported a position in DHR in Q4 2017 and held it in 16 quarters. The position peaked at $597K in Q4 2021. 2,067 funds tracked by Wall St. Rank hold DHR as of Q2 2023.

  • Calton & Associates reported no remaining Danaher position as of Q2 2023 after selling out during the quarter.
  • Calton & Associates sold 1,064 Danaher shares in Q2 2023, an estimated $238K.
  • Calton & Associates first reported a position in Danaher in Q4 2017 and held it in 16 quarters.
  • Calton & Associates's Danaher position peaked at $597K in Q4 2021.
  • 2,067 funds tracked by Wall St. Rank held Danaher as of Q2 2023.

Based on Calton & Associates's 13F filing for Q2 2023, filed 24 Jul 2023.