Jacobus Wealth Management’s Danaher DHR Stock Holding History

Jacobus 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
2017 Q3	$1.16M	Hold	15,211	–	–	0.3%	64
2017 Q2	$1.14M	Hold	15,211	–	–	0.31%	64
2017 Q1	$1.15M	Hold	15,211	–	–	0.32%	61
2016 Q4	$1.05M	Hold	15,211	–	–	0.31%	66
2016 Q3	$1.06M	Sell	15,211 -4,852	-24%	-$344K	0.31%	63
2016 Q2	$1.36M	Sell	20,063 -1,277	-6%	-$83.5K	0.42%	52
2016 Q1	$1.36M	Buy	21,340 +131	+0.6%	+$7.81K	0.4%	57
2015 Q4	$1.32M	Sell	21,209 -469	-2%	-$29.4K	0.38%	56
2015 Q3	$1.24M	Sell	21,678 -308	-1%	-$18.2K	0.36%	60
2015 Q2	$1.26M	Sell	21,986 -74	-0.3%	-$4.24K	0.31%	65
2015 Q1	$1.26M	Sell	22,060 -88	-0.4%	-$5.05K	0.33%	63
2014 Q4	$1.28M	Buy	22,148 +40	+0.2%	+$2.17K	0.33%	64
2014 Q3	$1.13M	Buy	22,108 +375	+2%	+$19.3K	0.31%	70
2014 Q2	$1.15M	Hold	21,733	–	–	0.29%	74
2014 Q1	$1.1M	Hold	21,733	–	–	0.27%	78
2013 Q4	$1.13M	Buy	21,733 +1,201	+6%	+$59K	0.33%	65
2013 Q3	$957K	Hold	20,532	–	–	0.33%	59
2013 Q2	$874K	Buy	+20,532	New	+$850K	0.32%	66

Other funds holding DHR

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jacobus Wealth Management's DHR Position: Q3 2017 in Review

Jacobus Wealth Management held its Danaher (DHR) position steady in Q3 2017 at 15,211 shares worth $1.16M. The position accounts for 0.3% of the portfolio, ranked #64.

Jacobus Wealth Management first reported a position in DHR in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.36M in Q2 2016. 1,115 funds tracked by Wall St. Rank hold DHR as of Q3 2017.

Jacobus Wealth Management held 15,211 shares of Danaher worth $1.16M as of Q3 2017.
Jacobus Wealth Management left its Danaher share count unchanged in Q3 2017.
Danaher made up 0.3% of Jacobus Wealth Management's portfolio in Q3 2017, its #64 holding.
Jacobus Wealth Management first reported a position in Danaher in Q2 2013 and has held it in 18 quarters since.
Jacobus Wealth Management's Danaher position peaked at $1.36M in Q2 2016.
1,115 funds tracked by Wall St. Rank held Danaher as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.