Charter Oak Capital Management’s Danaher DHR Stock Holding History

Charter Oak Capital Management’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
2022 Q3	–	Sell	-388	Closed	-$87K	–	321
2022 Q2	$87K	Hold	388	–	–	0.01%	261
2022 Q1	$101K	Hold	388	–	–	0.01%	251
2021 Q4	$113K	Hold	388	–	–	0.01%	243
2021 Q3	$105K	Buy	388 +74	+24%	+$20.1K	0.01%	239
2021 Q2	$75K	Hold	314	–	–	0.01%	270
2021 Q1	$63K	Hold	314	–	–	0.01%	291
2020 Q4	$62K	Buy	+314	New	+$63K	0.01%	268

Other funds holding DHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charter Oak Capital Management's DHR Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Danaher (DHR) in Q3 2022, closing a stake of 388 shares — an estimated $87K sold.

Charter Oak Capital Management first reported a position in DHR in Q4 2020 and held it in 7 quarters. The position peaked at $113K in Q4 2021. 2,028 funds tracked by Wall St. Rank hold DHR as of Q3 2022.

Charter Oak Capital Management reported no remaining Danaher position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 388 Danaher shares in Q3 2022, an estimated $87K.
Charter Oak Capital Management first reported a position in Danaher in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Danaher position peaked at $113K in Q4 2021.
2,028 funds tracked by Wall St. Rank held Danaher as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.