HWP
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Hefty Wealth Partners’s Danaher DHR Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$4K Hold
46
– – ﹤0.01% 217
2017
Q4 		$4K Hold
46
– – ﹤0.01% 220
2017
Q3 		$4K Hold
46
– – ﹤0.01% 216
2017
Q2 		$3K Hold
46
– – ﹤0.01% 214
2017
Q1 		$3K Hold
46
– – ﹤0.01% 216
2016
Q4 		$3K Hold
46
– – ﹤0.01% 208
2016
Q3 		$3K Sell
46
-15
-25% -$1.06K ﹤0.01% 211
2016
Q2 		$4K Hold
61
– – ﹤0.01% 171
2016
Q1 		$3K Hold
61
– – ﹤0.01% 191
2015
Q4 		$3K Buy
+61
New +$3.82K ﹤0.01% 178

Other funds holding DHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hefty Wealth Partners's DHR Position: Q1 2018 in Review

Hefty Wealth Partners held its Danaher (DHR) position steady in Q1 2018 at 46 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Hefty Wealth Partners first reported a position in DHR in Q4 2015 and has held it in 10 quarters since. 1,205 funds tracked by Wall St. Rank hold DHR as of Q1 2018.

  • Hefty Wealth Partners held 46 shares of Danaher worth $4K as of Q1 2018.
  • Hefty Wealth Partners left its Danaher share count unchanged in Q1 2018.
  • Danaher made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #217 holding.
  • Hefty Wealth Partners first reported a position in Danaher in Q4 2015 and has held it in 10 quarters since.
  • 1,205 funds tracked by Wall St. Rank held Danaher as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.