Lenox Wealth Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $180K | Sell |
678
-8
| -1% | -$2K | 0.02% | 118 |
|
|
2021
Q4 | $200K | Buy |
686
+23
| +3% | +$6.33K | 0.02% | 111 |
|
|
2021
Q3 | $179K | Buy |
663
+9
| +1% | +$2.45K | 0.02% | 111 |
|
|
2021
Q2 | $156K | Buy |
654
+22
| +3% | +$4.88K | 0.02% | 118 |
|
|
2021
Q1 | $126K | Sell |
632
-426
| -40% | -$86.5K | 0.02% | 113 |
|
|
2020
Q4 | $208K | Buy |
1,058
+88
| +9% | +$17.6K | 0.03% | 83 |
|
|
2020
Q3 | $185K | Sell |
970
-79
| -8% | -$14.1K | 0.03% | 82 |
|
|
2020
Q2 | $164K | Sell |
1,049
-112
| -10% | -$16.1K | 0.03% | 80 |
|
|
2020
Q1 | $142K | Buy |
1,161
+69
| +6% | +$9.3K | 0.03% | 78 |
|
|
2019
Q4 | $149K | Sell |
1,092
-377
| -26% | -$47.6K | 0.02% | 99 |
|
|
2019
Q3 | $188K | Hold |
1,469
| – | – | 0.03% | 81 |
|
|
2019
Q2 | $186K | Buy |
1,469
+1,026
| +232% | +$121K | 0.03% | 76 |
|
|
2019
Q1 | $52K | Buy |
443
+23
| +5% | +$2.36K | 0.01% | 126 |
|
|
2018
Q4 | $38K | Hold |
420
| – | – | 0.01% | 143 |
|
|
2018
Q3 | $40K | Sell |
420
-155
| -27% | -$14.1K | 0.01% | 153 |
|
|
2018
Q2 | $50K | Sell |
575
-521
| -48% | -$46.4K | 0.01% | 132 |
|
|
2018
Q1 | $95K | Buy |
1,096
+676
| +161% | +$59.1K | 0.02% | 106 |
|
|
2017
Q4 | $35K | Buy |
420
+34
| +9% | +$2.77K | 0.01% | 112 |
|
|
2017
Q3 | $29K | Buy |
386
+2
| +0.5% | +$148 | 0.01% | 62 |
|
|
2017
Q2 | $29K | Buy |
+384
| New | +$28.7K | 0.01% | 74 |
|
|
2017
Q1 | – | Sell |
-223
| Closed | -$15K | – | 93 |
|
|
2016
Q4 | $15K | Hold |
223
| – | – | ﹤0.01% | 90 |
|
|
2016
Q3 | $16K | Sell |
223
-158
| -41% | -$11.2K | ﹤0.01% | 151 |
|
|
2016
Q2 | $26K | Hold |
381
| – | – | 0.01% | 121 |
|
|
2016
Q1 | $24K | Sell |
381
-89
| -19% | -$5.31K | 0.01% | 123 |
|
|
2015
Q4 | $29K | Buy |
470
+86
| +22% | +$5.38K | 0.01% | 113 |
|
|
2015
Q3 | $22K | Hold |
384
| – | – | 0.01% | 127 |
|
|
2015
Q2 | $22K | Hold |
384
| – | – | 0.01% | 97 |
|
|
2015
Q1 | $22K | Hold |
384
| – | – | 0.01% | 118 |
|
|
2014
Q4 | $22K | Buy |
384
+89
| +30% | +$4.83K | 0.01% | 127 |
|
|
2014
Q3 | $15K | Hold |
295
| – | – | 0.01% | 147 |
|
|
2014
Q2 | $15K | Hold |
295
| – | – | 0.01% | 125 |
|
|
2014
Q1 | $15K | Buy |
295
+131
| +80% | +$6.67K | 0.01% | 112 |
|
|
2013
Q4 | $8K | Buy |
+164
| New | +$8.06K | 0.01% | 190 |
|
|
2013
Q3 | – | Sell |
-208
| Closed | -$9K | – | 263 |
|
|
2013
Q2 | $9K | Buy |
+208
| New | +$8.61K | 0.01% | 117 |
|
Other funds holding DHR
Lenox Wealth Advisors's DHR Position: Q1 2022 in Review
Lenox Wealth Advisors reduced its Danaher (DHR) stake by 1.2% in Q1 2022, selling an estimated $2K and leaving 678 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #118.
Lenox Wealth Advisors first reported a position in DHR in Q2 2013 and has held it in 34 quarters since. The position peaked at $208K in Q4 2020. 2,041 funds tracked by Wall St. Rank hold DHR as of Q1 2022.
- Lenox Wealth Advisors held 678 shares of Danaher worth $180K as of Q1 2022.
- Lenox Wealth Advisors sold 8 Danaher shares in Q1 2022, an estimated $2K.
- Danaher made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #118 holding.
- Lenox Wealth Advisors first reported a position in Danaher in Q2 2013 and has held it in 34 quarters since.
- Lenox Wealth Advisors's Danaher position peaked at $208K in Q4 2020.
- 2,041 funds tracked by Wall St. Rank held Danaher as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.