IVC Wealth Advisors’s Danaher DHR Stock Holding History

IVC 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
2024 Q3	–	Sell	-1,083	Closed	-$271K	–	166
2024 Q2	$271K	Buy	1,083 +1	+0.1%	+$253	0.15%	132
2024 Q1	$270K	Hold	1,082	–	–	0.16%	135
2023 Q4	$250K	Sell	1,082 -140	-11%	-$29.8K	0.16%	129
2023 Q3	$269K	Hold	1,222	–	–	0.18%	116
2023 Q2	$260K	Sell	1,222 -3	-0.2%	-$635	0.16%	122
2023 Q1	$274K	Sell	1,225 -9	-0.7%	-$2.05K	0.19%	112
2022 Q4	$290K	Sell	1,234 -36	-3%	-$8.35K	0.21%	112
2022 Q3	$291K	Buy	1,270 +21	+2%	+$5.14K	0.23%	103
2022 Q2	$281K	Buy	1,249 +31	+3%	+$7.14K	0.22%	112
2022 Q1	$317K	Sell	1,218 -1	-0.1%	-$250	0.21%	111
2021 Q4	$356K	Buy	1,219 +2	+0.2%	+$551	0.23%	101
2021 Q3	$329K	Sell	1,217 -282	-19%	-$76.8K	0.23%	102
2021 Q2	$357K	Hold	1,499	–	–	0.25%	100
2021 Q1	$299K	Hold	1,499	–	–	0.24%	97
2020 Q4	$295K	Buy	+1,499	New	+$301K	0.28%	90

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

IVC Wealth Advisors's DHR Position: Q3 2024 in Review

IVC Wealth Advisors sold out of Danaher (DHR) in Q3 2024, closing a stake of 1,083 shares — an estimated $271K sold.

IVC Wealth Advisors first reported a position in DHR in Q4 2020 and held it in 15 quarters. The position peaked at $357K in Q2 2021. 2,271 funds tracked by Wall St. Rank hold DHR as of Q3 2024.

IVC Wealth Advisors reported no remaining Danaher position as of Q3 2024 after selling out during the quarter.
IVC Wealth Advisors sold 1,083 Danaher shares in Q3 2024, an estimated $271K.
IVC Wealth Advisors first reported a position in Danaher in Q4 2020 and held it in 15 quarters.
IVC Wealth Advisors's Danaher position peaked at $357K in Q2 2021.
2,271 funds tracked by Wall St. Rank held Danaher as of Q3 2024.

Based on IVC Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.