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Cornerstone Wealth Management’s Danaher DHR Stock Holding History

Cornerstone Wealth 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
2023
Q4 		– Sell
-2,047
Closed -$450K – 531
2023
Q3 		$450K Buy
+2,047
New +$457K 0.04% 327
2022
Q3 		$222K Hold
969
– – 0.02% 408
2022
Q2 		$218K Hold
969
– – 0.02% 410
2022
Q1 		$252K Sell
969
-1,455
-60% -$364K 0.02% 404
2021
Q4 		$711K Buy
+2,424
New +$668K 0.07% 235

Other funds holding DHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Wealth Management's DHR Position: Q4 2023 in Review

Cornerstone Wealth Management sold out of Danaher (DHR) in Q4 2023, closing a stake of 2,047 shares — an estimated $450K sold.

Cornerstone Wealth Management first reported a position in DHR in Q4 2021 and held it in 5 quarters. The position peaked at $711K in Q4 2021. 2,131 funds tracked by Wall St. Rank hold DHR as of Q4 2023.

  • Cornerstone Wealth Management reported no remaining Danaher position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,047 Danaher shares in Q4 2023, an estimated $450K.
  • Cornerstone Wealth Management first reported a position in Danaher in Q4 2021 and held it in 5 quarters.
  • Cornerstone Wealth Management's Danaher position peaked at $711K in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held Danaher as of Q4 2023.

Based on Cornerstone Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.