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Heritage Wealth Management (Arizona)’s Danaher DHR Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$793K Buy
3,370
+1,722
+104% +$399K 0.11% 133
2022
Q3 		$377K Buy
1,648
+18
+1% +$4.41K 0.12% 123
2022
Q2 		$366K Sell
1,630
-10
-0.6% -$2.3K 0.12% 126
2022
Q1 		$427K Buy
+1,640
New +$411K 0.12% 141
2021
Q3 		$447K Sell
1,655
-105
-6% -$28.6K 0.16% 103
2021
Q2 		$419K Sell
1,760
-34
-2% -$7.54K 0.16% 108
2021
Q1 		$358K Buy
+1,794
New +$364K 0.2% 90

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DHR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Danaher (DHR) stake by 104% in Q4 2022, buying an estimated $399K and bringing the position to 3,370 shares worth $793K. The position accounts for 0.11% of the portfolio, ranked #133.

Heritage Wealth Management (Arizona) first reported a position in DHR in Q1 2021 and has held it in 7 quarters since. 2,118 funds tracked by Wall St. Rank hold DHR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,370 shares of Danaher worth $793K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,722 Danaher shares in Q4 2022, an estimated $399K.
  • Danaher made up 0.11% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #133 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Danaher in Q1 2021 and has held it in 7 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Danaher as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.