Cerro Pacific Wealth Advisors’s Danaher DHR Stock Holding History

Cerro Pacific Wealth Advisors’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	$338K	Sell	1,512 -996	-40%	-$227K	0.19%	109
2022 Q4	$590K	Sell	2,508 -511	-17%	-$118K	0.31%	82
2022 Q3	$691K	Buy	3,019 +339	+13%	+$83K	0.42%	63
2022 Q2	$602K	Buy	2,680 +184	+7%	+$42.4K	0.38%	70
2022 Q1	$649K	Buy	2,496 +1,736	+228%	+$435K	0.4%	80
2021 Q4	$222K	Buy	+760	New	+$209K	0.14%	116

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerro Pacific Wealth Advisors's DHR Position: Q1 2023 in Review

Cerro Pacific Wealth Advisors reduced its Danaher (DHR) stake by 40% in Q1 2023, selling an estimated $227K and leaving 1,512 shares worth $338K. The position accounts for 0.19% of the portfolio, ranked #109.

Cerro Pacific Wealth Advisors first reported a position in DHR in Q4 2021 and has held it in 6 quarters since. The position peaked at $691K in Q3 2022. 2,078 funds tracked by Wall St. Rank hold DHR as of Q1 2023.

Cerro Pacific Wealth Advisors held 1,512 shares of Danaher worth $338K as of Q1 2023.
Cerro Pacific Wealth Advisors sold 996 Danaher shares in Q1 2023, an estimated $227K.
Danaher made up 0.19% of Cerro Pacific Wealth Advisors's portfolio in Q1 2023, its #109 holding.
Cerro Pacific Wealth Advisors first reported a position in Danaher in Q4 2021 and has held it in 6 quarters since.
Cerro Pacific Wealth Advisors's Danaher position peaked at $691K in Q3 2022.
2,078 funds tracked by Wall St. Rank held Danaher as of Q1 2023.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.