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Legacy Wealth Partners (California)’s Danaher DHR Stock Holding History

Legacy Wealth Partners (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
2021
Q2 		$1.04M Buy
+4,388
New +$973K 0.58% 47
2020
Q4 		– Sell
-4,047
Closed -$773K – 95
2020
Q3 		$773K Buy
4,047
+128
+3% +$22.8K 0.55% 42
2020
Q2 		$614K Buy
3,919
+756
+24% +$109K 0.46% 45
2020
Q1 		$388K Buy
+3,163
New +$426K 0.36% 61

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Wealth Partners (California)'s DHR Position: Q2 2021 in Review

Legacy Wealth Partners (California) opened a new position in Danaher (DHR) in Q2 2021: 4,388 shares worth $1.04M. The stake represents 0.58% of the portfolio and ranks #47 among its holdings. This is a return to the name: Legacy Wealth Partners (California) previously reported a position in DHR as recently as Q3 2020.

Legacy Wealth Partners (California) first reported a position in DHR in Q1 2020 and has held it in 4 quarters since. 1,817 funds tracked by Wall St. Rank hold DHR as of Q2 2021.

  • Legacy Wealth Partners (California) held 4,388 shares of Danaher worth $1.04M as of Q2 2021.
  • Danaher was a new Legacy Wealth Partners (California) position in Q2 2021.
  • Danaher made up 0.58% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #47 holding.
  • Legacy Wealth Partners (California) first reported a position in Danaher in Q1 2020 and has held it in 4 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Danaher as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.