LWM
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Lenox Wealth Management’s Danaher DHR Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$23K Hold
152
– – 0.01% 338
2020
Q1 		$18K Hold
152
– – 0.01% 333
2019
Q4 		$21K Hold
152
– – 0.01% 354
2019
Q3 		$19K Hold
152
– – 0.01% 369
2019
Q2 		$19K Sell
152
-186
-55% -$22K 0.01% 353
2019
Q1 		$40K Buy
+338
New +$34.6K 0.01% 259

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lenox Wealth Management's DHR Position: Q2 2020 in Review

Lenox Wealth Management held its Danaher (DHR) position steady in Q2 2020 at 152 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #338.

Lenox Wealth Management first reported a position in DHR in Q1 2019 and has held it in 6 quarters since. The position peaked at $40K in Q1 2019. 1,580 funds tracked by Wall St. Rank hold DHR as of Q2 2020.

  • Lenox Wealth Management held 152 shares of Danaher worth $23K as of Q2 2020.
  • Lenox Wealth Management left its Danaher share count unchanged in Q2 2020.
  • Danaher made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #338 holding.
  • Lenox Wealth Management first reported a position in Danaher in Q1 2019 and has held it in 6 quarters since.
  • Lenox Wealth Management's Danaher position peaked at $40K in Q1 2019.
  • 1,580 funds tracked by Wall St. Rank held Danaher as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.