CWP
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Capital Wealth Planning’s Danaher DHR Stock Holding History

Capital Wealth Planning’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
2020
Q2 		– Sell
-6,679
Closed -$820K – 133
2020
Q1 		$820K Buy
+6,679
New +$900K 0.05% 92
2019
Q4 		– Sell
-6,695
Closed -$810K – 205
2019
Q3 		$810K Buy
6,695
+119
+2% +$14.9K 0.05% 102
2019
Q2 		$833K Buy
+6,576
New +$779K 0.06% 90

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
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
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

Capital Wealth Planning's DHR Position: Q2 2020 in Review

Capital Wealth Planning sold out of Danaher (DHR) in Q2 2020, closing a stake of 6,679 shares — an estimated $820K sold.

Capital Wealth Planning first reported a position in DHR in Q2 2019 and held it in 3 quarters. The position peaked at $833K in Q2 2019. 1,580 funds tracked by Wall St. Rank hold DHR as of Q2 2020.

  • Capital Wealth Planning reported no remaining Danaher position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 6,679 Danaher shares in Q2 2020, an estimated $820K.
  • Capital Wealth Planning first reported a position in Danaher in Q2 2019 and held it in 3 quarters.
  • Capital Wealth Planning's Danaher position peaked at $833K in Q2 2019.
  • 1,580 funds tracked by Wall St. Rank held Danaher as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.