Helios Capital Management’s Danaher DHR Stock Holding History

Helios Capital Management’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	-4,300	Closed	-$1.2M	–	50
2024 Q3	$1.2M	Hold	4,300	–	–	0.74%	28
2024 Q2	$1.07M	Hold	4,300	–	–	0.7%	30
2024 Q1	$1.07M	Hold	4,300	–	–	0.75%	28
2023 Q4	$995K	Buy	+4,300	New	+$915K	0.79%	30
2022 Q3	$1.11M	Buy	4,850 +1,128	+30%	+$276K	2.13%	14
2022 Q2	$837K	Buy	+3,722	New	+$857K	1.58%	23

Other funds holding DHR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Helios Capital Management's DHR Position: Q4 2024 in Review

Helios Capital Management sold out of Danaher (DHR) in Q4 2024, closing a stake of 4,300 shares — an estimated $1.2M sold.

Helios Capital Management first reported a position in DHR in Q2 2022 and held it in 6 quarters. The position peaked at $1.2M in Q3 2024. 2,315 funds tracked by Wall St. Rank hold DHR as of Q4 2024.

Helios Capital Management reported no remaining Danaher position as of Q4 2024 after selling out during the quarter.
Helios Capital Management sold 4,300 Danaher shares in Q4 2024, an estimated $1.2M.
Helios Capital Management first reported a position in Danaher in Q2 2022 and held it in 6 quarters.
Helios Capital Management's Danaher position peaked at $1.2M in Q3 2024.
2,315 funds tracked by Wall St. Rank held Danaher as of Q4 2024.

Based on Helios Capital Management's 13F filing for Q4 2024, filed 27 Jan 2025.