HIG
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Heritage Investment Group’s Danaher DHR Stock Holding History

Heritage Investment Group’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
-11,972
Closed -$2.99M – 98
2024
Q1 		$2.99M Sell
11,972
-74
-0.6% -$18.1K 0.62% 20
2023
Q4 		$2.79M Sell
12,046
-1,570
-12% -$334K 0.62% 20
2023
Q3 		$3M Sell
13,616
-1,064
-7% -$237K 0.82% 17
2023
Q2 		$3.12M Sell
14,680
-89
-0.6% -$18.8K 0.87% 13
2023
Q1 		$3.3M Sell
14,769
-210
-1% -$47.8K 1% 12
2022
Q4 		$3.52M Sell
14,979
-14
-0.1% -$3.25K 1.12% 12
2022
Q3 		$3.43M Sell
14,993
-29
-0.2% -$7.1K 2.11% 9
2022
Q2 		$3.38M Sell
15,022
-3
-0% -$691 1.95% 9
2022
Q1 		$3.91M Hold
15,025
– – 2.83% 5
2021
Q4 		$4.38M Buy
+15,025
New +$4.14M 3.45% 4

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

Heritage Investment Group's DHR Position: Q2 2024 in Review

Heritage Investment Group sold out of Danaher (DHR) in Q2 2024, closing a stake of 11,972 shares — an estimated $2.99M sold.

Heritage Investment Group first reported a position in DHR in Q4 2021 and held it in 10 quarters. The position peaked at $4.38M in Q4 2021. 2,175 funds tracked by Wall St. Rank hold DHR as of Q2 2024.

  • Heritage Investment Group reported no remaining Danaher position as of Q2 2024 after selling out during the quarter.
  • Heritage Investment Group sold 11,972 Danaher shares in Q2 2024, an estimated $2.99M.
  • Heritage Investment Group first reported a position in Danaher in Q4 2021 and held it in 10 quarters.
  • Heritage Investment Group's Danaher position peaked at $4.38M in Q4 2021.
  • 2,175 funds tracked by Wall St. Rank held Danaher as of Q2 2024.

Based on Heritage Investment Group's 13F filing for Q2 2024, filed 22 Jul 2024.