Evolution Wealth Advisors’s Danaher DHR Stock Holding History

Evolution Wealth Advisors’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 Q4	–	Sell	-197	Closed	-$53K	–	278
2021 Q3	$53K	Sell	197 -126	-39%	-$34.3K	0.01%	204
2021 Q2	$77K	Hold	323	–	–	0.02%	180
2021 Q1	$64K	Hold	323	–	–	0.01%	178
2020 Q4	$64K	Sell	323 -1,258	-80%	-$252K	0.01%	168
2020 Q3	$302K	Hold	1,581	–	–	0.08%	81
2020 Q2	$248K	Buy	1,581 +136	+9%	+$19.5K	0.08%	70
2020 Q1	$177K	Sell	1,445 -132	-8%	-$17.8K	0.07%	66
2019 Q4	$215K	Buy	1,577 +1,556	+7,410%	+$197K	0.05%	76
2019 Q3	$3K	Sell	21 -2,787	-99%	-$349K	﹤0.01%	356
2019 Q2	$356K	Buy	+2,808	New	+$332K	0.15%	34

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's DHR Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Danaher (DHR) in Q4 2021, closing a stake of 197 shares — an estimated $53K sold.

Evolution Wealth Advisors first reported a position in DHR in Q2 2019 and held it in 10 quarters. The position peaked at $356K in Q2 2019. 2,080 funds tracked by Wall St. Rank hold DHR as of Q4 2021.

Evolution Wealth Advisors reported no remaining Danaher position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 197 Danaher shares in Q4 2021, an estimated $53K.
Evolution Wealth Advisors first reported a position in Danaher in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's Danaher position peaked at $356K in Q2 2019.
2,080 funds tracked by Wall St. Rank held Danaher as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.