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Cavalier Investments’s Danaher DHR Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-3,140
Closed -$739K – 73
2022
Q4 		$739K Sell
3,140
-190
-6% -$44K 0.27% 56
2022
Q3 		$762K Sell
3,330
-1,254
-27% -$307K 0.28% 52
2022
Q2 		$1.03M Sell
4,584
-443
-9% -$102K 0.36% 51
2022
Q1 		$1.31M Sell
5,027
-569
-10% -$142K 0.34% 70
2021
Q4 		$1.63M Buy
5,596
+41
+0.7% +$11.3K 0.42% 77
2021
Q3 		$1.5M Sell
5,555
-1,245
-18% -$339K 0.47% 79
2021
Q2 		$1.62M Hold
6,800
– – 0.58% 62
2021
Q1 		$1.36M Hold
6,800
– – 0.59% 74
2020
Q4 		$1.34M Buy
6,800
+1,700
+33% +$341K 0.61% 63
2020
Q3 		$974K Sell
5,100
-2,995
-37% -$533K 0.66% 29
2020
Q2 		$1.27M Buy
+8,095
New +$1.16M 0.73% 41

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cavalier Investments's DHR Position: Q1 2023 in Review

Cavalier Investments sold out of Danaher (DHR) in Q1 2023, closing a stake of 3,140 shares — an estimated $739K sold.

Cavalier Investments first reported a position in DHR in Q2 2020 and held it in 11 quarters. The position peaked at $1.63M in Q4 2021. 2,075 funds tracked by Wall St. Rank hold DHR as of Q1 2023.

  • Cavalier Investments reported no remaining Danaher position as of Q1 2023 after selling out during the quarter.
  • Cavalier Investments sold 3,140 Danaher shares in Q1 2023, an estimated $739K.
  • Cavalier Investments first reported a position in Danaher in Q2 2020 and held it in 11 quarters.
  • Cavalier Investments's Danaher position peaked at $1.63M in Q4 2021.
  • 2,075 funds tracked by Wall St. Rank held Danaher as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.