DI
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Disciplined Investments’s Danaher DHR Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-34
Closed -$7.2K – 483
2023
Q2 		$7.2K Buy
34
+9
+36% +$1.91K ﹤0.01% 361
2023
Q1 		$5.54K Sell
25
-1
-4% -$227 ﹤0.01% 419
2022
Q4 		$6.11K Sell
26
-200
-88% -$46.4K ﹤0.01% 375
2022
Q3 		$52K Buy
226
+32
+16% +$7.83K 0.02% 213
2022
Q2 		$44K Sell
194
-46
-19% -$10.6K 0.02% 231
2022
Q1 		$62K Buy
240
+105
+78% +$26.3K 0.03% 205
2021
Q4 		$39K Buy
+135
New +$37.2K 0.02% 233
2020
Q3 		– Sell
-38
Closed -$6K – 409
2020
Q2 		$6K Hold
38
– – ﹤0.01% 298
2020
Q1 		$5K Hold
38
– – ﹤0.01% 316
2019
Q4 		$5K Buy
+38
New +$4.8K ﹤0.01% 335

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

Disciplined Investments's DHR Position: Q3 2023 in Review

Disciplined Investments sold out of Danaher (DHR) in Q3 2023, closing a stake of 34 shares — an estimated $7.2K sold.

Disciplined Investments first reported a position in DHR in Q4 2019 and held it in 10 quarters. The position peaked at $62K in Q1 2022. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

  • Disciplined Investments reported no remaining Danaher position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 34 Danaher shares in Q3 2023, an estimated $7.2K.
  • Disciplined Investments first reported a position in Danaher in Q4 2019 and held it in 10 quarters.
  • Disciplined Investments's Danaher position peaked at $62K in Q1 2022.
  • 2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.