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Halpern Financial’s Danaher DHR Stock Holding History

Halpern Financial’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
Q2 		– Sell
-71
Closed -$17.3K – 226
2024
Q1 		$17.3K Hold
71
– – 0.01% 139
2023
Q4 		$16.4K Sell
71
-250
-78% -$53.2K 0.01% 153
2023
Q3 		$70.7K Buy
321
+285
+792% +$63.6K 0.02% 72
2023
Q2 		$7.68K Buy
+36
New +$7.62K ﹤0.01% 180
2021
Q4 		– Sell
-32
Closed -$8.52K – 261
2021
Q3 		$8.52K Hold
32
– – ﹤0.01% 188
2021
Q2 		$7.51K Hold
32
– – ﹤0.01% 158
2021
Q1 		$6.3K Hold
32
– – ﹤0.01% 168
2020
Q4 		$6.22K Sell
32
-42
-57% -$8.42K ﹤0.01% 153
2020
Q3 		$14.2K Buy
+74
New +$13.2K 0.01% 92

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Halpern Financial's DHR Position: Q2 2024 in Review

Halpern Financial sold out of Danaher (DHR) in Q2 2024, closing a stake of 71 shares — an estimated $17.3K sold.

Halpern Financial first reported a position in DHR in Q3 2020 and held it in 9 quarters. The position peaked at $70.7K in Q3 2023. 2,175 funds tracked by Wall St. Rank hold DHR as of Q2 2024.

  • Halpern Financial reported no remaining Danaher position as of Q2 2024 after selling out during the quarter.
  • Halpern Financial sold 71 Danaher shares in Q2 2024, an estimated $17.3K.
  • Halpern Financial first reported a position in Danaher in Q3 2020 and held it in 9 quarters.
  • Halpern Financial's Danaher position peaked at $70.7K in Q3 2023.
  • 2,175 funds tracked by Wall St. Rank held Danaher as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.