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Compass Financial Advisors’s Danaher DHR Stock Holding History

Compass Financial 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
Q2 		– Sell
-1,269
Closed -$284K – 20
2023
Q1 		$284K Sell
1,269
-1,478
-54% -$336K 0.36% 93
2022
Q4 		$646K Sell
2,747
-112
-4% -$26K 0.87% 38
2022
Q3 		$655K Sell
2,859
-942
-25% -$231K 0.97% 34
2022
Q2 		$854K Sell
3,801
-162
-4% -$37.3K 1.16% 26
2022
Q1 		$1.03M Buy
3,963
+423
+12% +$106K 1.14% 25
2021
Q4 		$1.03M Buy
+3,540
New +$975K 1.14% 18

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

Compass Financial Advisors's DHR Position: Q2 2023 in Review

Compass Financial Advisors sold out of Danaher (DHR) in Q2 2023, closing a stake of 1,269 shares — an estimated $284K sold.

Compass Financial Advisors first reported a position in DHR in Q4 2021 and held it in 6 quarters. The position peaked at $1.03M in Q4 2021. 2,067 funds tracked by Wall St. Rank hold DHR as of Q2 2023.

  • Compass Financial Advisors reported no remaining Danaher position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 1,269 Danaher shares in Q2 2023, an estimated $284K.
  • Compass Financial Advisors first reported a position in Danaher in Q4 2021 and held it in 6 quarters.
  • Compass Financial Advisors's Danaher position peaked at $1.03M in Q4 2021.
  • 2,067 funds tracked by Wall St. Rank held Danaher as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.