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Heritage Financial Services’s Danaher DHR Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-316
Closed -$70K – 163
2022
Q2 		$70K Buy
+316
New +$72.8K 0.04% 133

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Financial Services's DHR Position: Q3 2022 in Review

Heritage Financial Services sold out of Danaher (DHR) in Q3 2022, closing a stake of 316 shares — an estimated $70K sold.

Heritage Financial Services first reported a position in DHR in Q2 2022 and held it in 1 quarter. The position peaked at $70K in Q2 2022. 2,029 funds tracked by Wall St. Rank hold DHR as of Q3 2022.

  • Heritage Financial Services reported no remaining Danaher position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 316 Danaher shares in Q3 2022, an estimated $70K.
  • Heritage Financial Services first reported a position in Danaher in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Danaher position peaked at $70K in Q2 2022.
  • 2,029 funds tracked by Wall St. Rank held Danaher as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.