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Curi Wealth Management’s Danaher DHR Stock Holding History

Curi 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
2024
Q1 		– Sell
-28,077
Closed -$6.5M – 38
2023
Q4 		$6.5M Sell
28,077
-7,641
-21% -$1.63M 0.9% 38
2023
Q3 		$7.86M Sell
35,718
-1,015
-3% -$226K 1.2% 31
2023
Q2 		$7.82M Sell
36,733
-2,692
-7% -$570K 1.06% 32
2023
Q1 		$8.81M Sell
39,425
-3,459
-8% -$787K 1.27% 29
2022
Q4 		$10.1M Sell
42,884
-1,284
-3% -$298K 1.42% 28
2022
Q3 		$10.1M Buy
44,168
+1,730
+4% +$424K 1.68% 24
2022
Q2 		$9.54M Buy
42,438
+5,788
+16% +$1.33M 1.84% 23
2022
Q1 		$9.53M Buy
36,650
+1,354
+4% +$339K 1.65% 25
2021
Q4 		$10.3M Buy
35,296
+34,094
+2,836% +$9.39M 1.78% 24
2021
Q3 		$324K Sell
1,202
-438
-27% -$119K 0.15% 61
2021
Q2 		$390K Buy
1,640
+1
+0.1% +$222 0.2% 54
2021
Q1 		$327K Hold
1,639
– – 0.21% 59
2020
Q4 		$322K Buy
+1,639
New +$329K 0.23% 54

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Curi Wealth Management's DHR Position: Q1 2024 in Review

Curi Wealth Management sold out of Danaher (DHR) in Q1 2024, closing a stake of 28,077 shares — an estimated $6.5M sold.

Curi Wealth Management first reported a position in DHR in Q4 2020 and held it in 13 quarters. The position peaked at $10.3M in Q4 2021. 2,195 funds tracked by Wall St. Rank hold DHR as of Q1 2024.

  • Curi Wealth Management reported no remaining Danaher position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 28,077 Danaher shares in Q1 2024, an estimated $6.5M.
  • Curi Wealth Management first reported a position in Danaher in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's Danaher position peaked at $10.3M in Q4 2021.
  • 2,195 funds tracked by Wall St. Rank held Danaher as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.