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Evergreen Wealth Solutions’s Danaher DHR Stock Holding History

Evergreen Wealth Solutions’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
Q4 		– Sell
-932
Closed -$259K – 107
2024
Q3 		$259K Sell
932
-571
-38% -$151K 0.18% 90
2024
Q2 		$376K Sell
1,503
-1,510
-50% -$382K 0.27% 75
2024
Q1 		$752K Buy
3,013
+30
+1% +$7.32K 0.56% 43
2023
Q4 		$690K Sell
2,983
-128
-4% -$27.2K 0.59% 43
2023
Q3 		$684K Buy
3,111
+336
+12% +$74.9K 0.69% 41
2023
Q2 		$590K Buy
2,775
+129
+5% +$27.3K 0.6% 52
2023
Q1 		$591K Buy
2,646
+196
+8% +$44.6K 0.68% 46
2022
Q4 		$577K Buy
2,450
+126
+5% +$29.2K 0.76% 42
2022
Q3 		$532K Buy
2,324
+530
+30% +$130K 0.75% 42
2022
Q2 		$403K Buy
1,794
+241
+16% +$55.5K 0.49% 62
2022
Q1 		$404K Buy
1,553
+27
+2% +$6.76K 0.39% 62
2021
Q4 		$445K Buy
+1,526
New +$420K 0.4% 57

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evergreen Wealth Solutions's DHR Position: Q4 2024 in Review

Evergreen Wealth Solutions sold out of Danaher (DHR) in Q4 2024, closing a stake of 932 shares — an estimated $259K sold.

Evergreen Wealth Solutions first reported a position in DHR in Q4 2021 and held it in 12 quarters. The position peaked at $752K in Q1 2024. 2,312 funds tracked by Wall St. Rank hold DHR as of Q4 2024.

  • Evergreen Wealth Solutions reported no remaining Danaher position as of Q4 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 932 Danaher shares in Q4 2024, an estimated $259K.
  • Evergreen Wealth Solutions first reported a position in Danaher in Q4 2021 and held it in 12 quarters.
  • Evergreen Wealth Solutions's Danaher position peaked at $752K in Q1 2024.
  • 2,312 funds tracked by Wall St. Rank held Danaher as of Q4 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.