IBEX Wealth Advisors’s Danaher DHR Stock Holding History

IBEX Wealth Advisors’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
2019 Q3	–	Sell	-64	Closed	-$124K	–	145
2019 Q2	$124K	Buy	+64	New	+$7.58K	0.04%	155

Other funds holding DHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IBEX Wealth Advisors's DHR Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Danaher (DHR) in Q1 2025, closing a stake of 11,827 shares — an estimated $2.71M sold.

IBEX Wealth Advisors first reported a position in DHR in Q4 2016 and held it in 30 quarters. The position peaked at $11.2M in Q4 2021. 2,217 funds tracked by Wall St. Rank hold DHR as of Q1 2025.

IBEX Wealth Advisors reported no remaining Danaher position as of Q1 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 11,827 Danaher shares in Q1 2025, an estimated $2.71M.
IBEX Wealth Advisors first reported a position in Danaher in Q4 2016 and held it in 30 quarters.
IBEX Wealth Advisors's Danaher position peaked at $11.2M in Q4 2021.
2,217 funds tracked by Wall St. Rank held Danaher as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.