Jeppson Wealth Management’s Danaher DHR Stock Holding History

Jeppson 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 Q4	–	Sell	-51	Closed	-$10K	–	206
2020 Q3	$10K	Buy	+51	New	+$9.07K	0.01%	390

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

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

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

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

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

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

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

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

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

Jeppson Wealth Management's DHR Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Danaher (DHR) in Q4 2020, closing a stake of 51 shares — an estimated $10K sold.

Jeppson Wealth Management first reported a position in DHR in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 1,789 funds tracked by Wall St. Rank hold DHR as of Q4 2020.

Jeppson Wealth Management reported no remaining Danaher position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 51 Danaher shares in Q4 2020, an estimated $10K.
Jeppson Wealth Management first reported a position in Danaher in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Danaher position peaked at $10K in Q3 2020.
1,789 funds tracked by Wall St. Rank held Danaher as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.