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Cypress Wealth Services’s Danaher DHR Stock Holding History

Cypress Wealth Services’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
2021
Q2 		– Sell
-1,574
Closed -$314K – 263
2021
Q1 		$314K Buy
1,574
+68
+5% +$13.8K 0.07% 211
2020
Q4 		$297K Buy
+1,506
New +$302K 0.07% 208
2020
Q3 		– Sell
-1,321
Closed -$235K – 310
2020
Q2 		$207K Buy
+1,321
New +$190K 0.05% 247

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cypress Wealth Services's DHR Position: Q2 2021 in Review

Cypress Wealth Services sold out of Danaher (DHR) in Q2 2021, closing a stake of 1,574 shares — an estimated $314K sold.

Cypress Wealth Services first reported a position in DHR in Q2 2020 and held it in 3 quarters. The position peaked at $314K in Q1 2021. 1,817 funds tracked by Wall St. Rank hold DHR as of Q2 2021.

  • Cypress Wealth Services reported no remaining Danaher position as of Q2 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 1,574 Danaher shares in Q2 2021, an estimated $314K.
  • Cypress Wealth Services first reported a position in Danaher in Q2 2020 and held it in 3 quarters.
  • Cypress Wealth Services's Danaher position peaked at $314K in Q1 2021.
  • 1,817 funds tracked by Wall St. Rank held Danaher as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.