KCS Wealth Advisory’s Danaher DHR Stock Holding History

KCS Wealth Advisory’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
2023 Q3	$227K	Buy	1,033 +4	+0.4%	+$892	0.1%	127
2023 Q2	$219K	Hold	1,029	–	–	0.08%	142
2023 Q1	$230K	Hold	1,029	–	–	0.09%	138
2022 Q4	$242K	Buy	1,029 +16	+2%	+$3.71K	0.1%	137
2022 Q3	$232K	Hold	1,013	–	–	0.11%	135
2022 Q2	$228K	Sell	1,013 -11	-1%	-$2.53K	0.1%	141
2022 Q1	$266K	Hold	1,024	–	–	0.12%	137
2021 Q4	$299K	Buy	1,024 +4	+0.4%	+$1.1K	0.12%	138
2021 Q3	$275K	Buy	1,020 +7	+0.7%	+$1.91K	0.13%	127
2021 Q2	$241K	Hold	1,013	–	–	0.11%	141
2021 Q1	$202K	Sell	1,013 -65	-6%	-$13.2K	0.1%	143
2020 Q4	$212K	Sell	1,078 -66	-6%	-$13.2K	0.14%	142
2020 Q3	$218K	Sell	1,144 -382	-25%	-$67.9K	0.17%	128
2020 Q2	$239K	Buy	+1,526	New	+$219K	0.2%	127
2020 Q1	–	Sell	-1,938	Closed	-$264K	–	143
2019 Q4	$264K	Sell	1,938 -1,340	-41%	-$169K	0.2%	132
2019 Q3	$420K	Hold	3,278	–	–	0.29%	111
2019 Q2	$415K	Hold	3,278	–	–	0.33%	110
2019 Q1	$384K	Sell	3,278 -660	-17%	-$67.7K	0.33%	112
2018 Q4	$360K	Sell	3,938 -292	-7%	-$26.5K	0.38%	106
2018 Q3	$407K	Sell	4,230 -178	-4%	-$16.2K	0.38%	106
2018 Q2	$386K	Sell	4,408 -737	-14%	-$65.7K	0.36%	108
2018 Q1	$447K	Sell	5,145 -2,715	-35%	-$238K	0.41%	99
2017 Q4	$647K	Buy	+7,860	New	+$639K	0.63%	57

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCS Wealth Advisory's DHR Position: Q3 2023 in Review

KCS Wealth Advisory increased its Danaher (DHR) stake by 0.39% in Q3 2023, buying an estimated $892 and bringing the position to 1,033 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #127.

KCS Wealth Advisory first reported a position in DHR in Q4 2017 and has held it in 23 quarters since. The position peaked at $647K in Q4 2017. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

KCS Wealth Advisory held 1,033 shares of Danaher worth $227K as of Q3 2023.
KCS Wealth Advisory bought 4 Danaher shares in Q3 2023, an estimated $892.
Danaher made up 0.1% of KCS Wealth Advisory's portfolio in Q3 2023, its #127 holding.
KCS Wealth Advisory first reported a position in Danaher in Q4 2017 and has held it in 23 quarters since.
KCS Wealth Advisory's Danaher position peaked at $647K in Q4 2017.
2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.