EWP
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Engrave Wealth Partners’s Danaher DHR Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-39
Closed -$6K – 152
2020
Q2 		$6K Hold
39
– – 0.01% 304
2020
Q1 		$4K Sell
39
-57
-59% -$7.68K ﹤0.01% 287
2019
Q4 		$13K Buy
+96
New +$12.1K 0.01% 271

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

Engrave Wealth Partners's DHR Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Danaher (DHR) in Q3 2020, closing a stake of 39 shares — an estimated $6K sold.

Engrave Wealth Partners first reported a position in DHR in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 1,632 funds tracked by Wall St. Rank hold DHR as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Danaher position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 39 Danaher shares in Q3 2020, an estimated $6K.
  • Engrave Wealth Partners first reported a position in Danaher in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Danaher position peaked at $13K in Q4 2019.
  • 1,632 funds tracked by Wall St. Rank held Danaher as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.