JWM
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Jackson Wealth Management’s Danaher DHR Stock Holding History

Jackson Wealth Management’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
2020
Q1 		– Sell
-26,926
Closed -$3.87M – 113
2019
Q4 		$3.87M Buy
26,926
+53
+0.2% +$6.7K 0.64% 46
2019
Q3 		$3.31M Buy
26,873
+5,562
+26% +$696K 0.69% 42
2019
Q2 		$2.73M Buy
21,311
+1,097
+5% +$130K 0.59% 49
2019
Q1 		$2.37M Buy
20,214
+148
+0.7% +$15.2K 0.58% 47
2018
Q4 		$1.74M Sell
20,066
-274
-1% -$24.9K 0.52% 52
2018
Q3 		$1.96M Buy
20,340
+396
+2% +$36.1K 0.41% 62
2018
Q2 		$1.83M Sell
19,944
-4,988
-20% -$444K 0.43% 65
2018
Q1 		$2.19M Buy
24,932
+1,475
+6% +$129K 0.61% 45
2017
Q4 		$2.05M Buy
23,457
+289
+1% +$23.5K 0.52% 56
2017
Q3 		$1.79M Buy
23,168
+1,568
+7% +$116K 0.48% 51
2017
Q2 		$1.55M Buy
21,600
+2,916
+16% +$218K 0.49% 50
2017
Q1 		$1.43M Buy
18,684
+23
+0.1% +$1.71K 0.52% 49
2016
Q4 		$1.34M Buy
+18,661
New +$1.3M 0.52% 52

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jackson Wealth Management's DHR Position: Q1 2020 in Review

Jackson Wealth Management sold out of Danaher (DHR) in Q1 2020, closing a stake of 26,926 shares — an estimated $3.87M sold.

Jackson Wealth Management first reported a position in DHR in Q4 2016 and held it in 13 quarters. The position peaked at $3.87M in Q4 2019. 1,501 funds tracked by Wall St. Rank hold DHR as of Q1 2020.

  • Jackson Wealth Management reported no remaining Danaher position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 26,926 Danaher shares in Q1 2020, an estimated $3.87M.
  • Jackson Wealth Management first reported a position in Danaher in Q4 2016 and held it in 13 quarters.
  • Jackson Wealth Management's Danaher position peaked at $3.87M in Q4 2019.
  • 1,501 funds tracked by Wall St. Rank held Danaher as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.