Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Danaher DHR Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-100
Closed -$22.1K – 148
2023
Q3 		$22.1K Buy
+100
New +$22.3K 0.01% 259

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Financial Group (Iowa)'s DHR Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Danaher (DHR) in Q4 2023, closing a stake of 100 shares — an estimated $22.1K sold.

Legacy Financial Group (Iowa) first reported a position in DHR in Q3 2023 and held it in 1 quarter. The position peaked at $22.1K in Q3 2023. 2,127 funds tracked by Wall St. Rank hold DHR as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Danaher position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 100 Danaher shares in Q4 2023, an estimated $22.1K.
  • Legacy Financial Group (Iowa) first reported a position in Danaher in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Danaher position peaked at $22.1K in Q3 2023.
  • 2,127 funds tracked by Wall St. Rank held Danaher as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.