HCR Wealth Advisors’s Danaher DHR Stock Holding History

HCR 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
2024 Q4	–	Sell	-933	Closed	-$259K	–	230
2024 Q3	$259K	Buy	933 +110	+13%	+$29.1K	0.03%	197
2024 Q2	$206K	Hold	823	–	–	0.03%	213
2024 Q1	$206K	Buy	+823	New	+$201K	0.03%	213

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

HCR Wealth Advisors's DHR Position: Q4 2024 in Review

HCR Wealth Advisors sold out of Danaher (DHR) in Q4 2024, closing a stake of 933 shares — an estimated $259K sold.

HCR Wealth Advisors first reported a position in DHR in Q1 2024 and held it in 3 quarters. The position peaked at $259K in Q3 2024. 2,313 funds tracked by Wall St. Rank hold DHR as of Q4 2024.

HCR Wealth Advisors reported no remaining Danaher position as of Q4 2024 after selling out during the quarter.
HCR Wealth Advisors sold 933 Danaher shares in Q4 2024, an estimated $259K.
HCR Wealth Advisors first reported a position in Danaher in Q1 2024 and held it in 3 quarters.
HCR Wealth Advisors's Danaher position peaked at $259K in Q3 2024.
2,313 funds tracked by Wall St. Rank held Danaher as of Q4 2024.

Based on HCR Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.