CIC Wealth’s Danaher DHR Stock Holding History

CIC Wealth’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	-1,096	Closed	-$245K	–	164
2023 Q1	$245K	Sell	1,096 -53	-5%	-$12.1K	0.09%	135
2022 Q4	$271K	Buy	+1,149	New	+$266K	0.11%	120

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

CIC Wealth's DHR Position: Q2 2023 in Review

CIC Wealth sold out of Danaher (DHR) in Q2 2023, closing a stake of 1,096 shares — an estimated $245K sold.

CIC Wealth first reported a position in DHR in Q4 2022 and held it in 2 quarters. The position peaked at $271K in Q4 2022. 2,069 funds tracked by Wall St. Rank hold DHR as of Q2 2023.

CIC Wealth reported no remaining Danaher position as of Q2 2023 after selling out during the quarter.
CIC Wealth sold 1,096 Danaher shares in Q2 2023, an estimated $245K.
CIC Wealth first reported a position in Danaher in Q4 2022 and held it in 2 quarters.
CIC Wealth's Danaher position peaked at $271K in Q4 2022.
2,069 funds tracked by Wall St. Rank held Danaher as of Q2 2023.

Based on CIC Wealth's 13F filing for Q2 2023, filed 19 Jul 2023.