EWM
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EPG Wealth Management’s Danaher DHR Stock Holding History

EPG 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
Q3 		– Sell
-5,216
Closed -$1.11M – 427
2023
Q2 		$1.11M Buy
5,216
+507
+11% +$107K 0.33% 78
2023
Q1 		$1.05M Buy
4,709
+2,716
+136% +$618K 0.33% 78
2022
Q4 		$469K Sell
1,993
-37
-2% -$8.58K 0.18% 108
2022
Q3 		$465K Buy
2,030
+632
+45% +$155K 0.19% 107
2022
Q2 		$314K Buy
1,398
+27
+2% +$6.22K 0.13% 155
2022
Q1 		$356K Buy
1,371
+667
+95% +$167K 0.12% 152
2021
Q4 		$205K Buy
+704
New +$194K 0.07% 227
2020
Q2 		– Sell
-45
Closed -$6K – 282
2020
Q1 		$6K Sell
45
-26
-37% -$3.5K ﹤0.01% 553
2019
Q4 		$10K Buy
+71
New +$8.97K 0.01% 424

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

EPG Wealth Management's DHR Position: Q3 2023 in Review

EPG Wealth Management sold out of Danaher (DHR) in Q3 2023, closing a stake of 5,216 shares — an estimated $1.11M sold.

EPG Wealth Management first reported a position in DHR in Q4 2019 and held it in 9 quarters. The position peaked at $1.11M in Q2 2023. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

  • EPG Wealth Management reported no remaining Danaher position as of Q3 2023 after selling out during the quarter.
  • EPG Wealth Management sold 5,216 Danaher shares in Q3 2023, an estimated $1.11M.
  • EPG Wealth Management first reported a position in Danaher in Q4 2019 and held it in 9 quarters.
  • EPG Wealth Management's Danaher position peaked at $1.11M in Q2 2023.
  • 2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on EPG Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.