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Laurel Wealth Advisors (California)’s Danaher DHR Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$822K Hold
3,495
– – 0.08% 257
2022
Q3 		$800K Sell
3,495
-25
-0.7% -$6.12K 0.09% 252
2022
Q2 		$791K Sell
3,520
-1,292
-27% -$298K 0.08% 248
2022
Q1 		$1.25M Buy
4,812
+79
+2% +$19.8K 0.1% 210
2021
Q4 		$1.38M Buy
4,733
+2,929
+162% +$807K 0.11% 192
2021
Q3 		$487K Sell
1,804
-53
-3% -$14.4K 0.09% 238
2021
Q2 		$442K Buy
1,857
+40
+2% +$8.87K 0.06% 304
2021
Q1 		$363K Sell
1,817
-414
-19% -$84.1K 0.06% 315
2020
Q4 		$439K Hold
2,231
– – 0.06% 273
2020
Q3 		$426K Sell
2,231
-15
-0.7% -$2.67K 0.07% 246
2020
Q2 		$352K Sell
2,246
-593
-21% -$85.1K 0.06% 270
2020
Q1 		$348K Sell
2,839
-238
-8% -$32.1K 0.08% 252
2019
Q4 		$419K Sell
3,077
-46
-1% -$5.81K 0.07% 286
2019
Q3 		$399K Buy
3,123
+384
+14% +$48.1K 0.07% 292
2019
Q2 		$347K Buy
2,739
+63
+2% +$7.46K 0.08% 280
2019
Q1 		$313K Buy
2,676
+255
+11% +$26.1K 0.08% 278
2018
Q4 		$221K Sell
2,421
-283
-10% -$25.7K 0.07% 302
2018
Q3 		$260K Buy
2,704
+226
+9% +$20.6K 0.06% 314
2018
Q2 		$216K Sell
2,478
-9
-0.4% -$802 0.06% 348
2018
Q1 		$215K Sell
2,487
-17
-0.7% -$1.49K 0.07% 319
2017
Q4 		$206K Buy
+2,504
New +$204K 0.06% 328

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DHR Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Danaher (DHR) position steady in Q4 2022 at 3,495 shares worth $822K. The position accounts for 0.08% of the portfolio, ranked #257.

Laurel Wealth Advisors (California) first reported a position in DHR in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.38M in Q4 2021. 2,117 funds tracked by Wall St. Rank hold DHR as of Q4 2022.

  • Laurel Wealth Advisors (California) held 3,495 shares of Danaher worth $822K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its Danaher share count unchanged in Q4 2022.
  • Danaher made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #257 holding.
  • Laurel Wealth Advisors (California) first reported a position in Danaher in Q4 2017 and has held it in 21 quarters since.
  • Laurel Wealth Advisors (California)'s Danaher position peaked at $1.38M in Q4 2021.
  • 2,117 funds tracked by Wall St. Rank held Danaher as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.