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
2018 Q4	–	Sell	-53,308	Closed	-$543K	–	520
2018 Q3	$543K	Sell	53,308 -12,330	-19%	-$1.12M	0.01%	885
2018 Q2	$593K	Buy	+65,638	New	+$5.85M	0.01%	948

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 Q2 2018 and held it in 7 quarters. The position peaked at $711K in Q4 2021. 2,127 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 Q2 2018 and held it in 7 quarters.
Cornerstone Wealth Management's Danaher position peaked at $711K in Q4 2021.
2,127 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.