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Level Financial Advisors’s Danaher DHR Stock Holding History

Level Financial Advisors’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
2024
Q1 		– Sell
-200
Closed -$46.3K – 124
2023
Q4 		$46.3K Sell
200
-67
-25% -$14.3K 0.02% 120
2023
Q3 		$58.8K Hold
267
– – 0.03% 103
2023
Q2 		$56.9K Buy
267
+41
+18% +$8.68K 0.03% 104
2023
Q1 		$50.4K Sell
226
-6
-3% -$1.36K 0.03% 99
2022
Q4 		$55K Buy
232
+6
+3% +$1.39K 0.04% 89
2022
Q3 		$52K Hold
226
– – 0.04% 92
2022
Q2 		$51K Hold
226
– – 0.04% 98
2022
Q1 		$59K Hold
226
– – 0.05% 80
2021
Q4 		$66K Buy
+226
New +$62.2K 0.05% 78

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
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
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
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

Level Financial Advisors's DHR Position: Q1 2024 in Review

Level Financial Advisors sold out of Danaher (DHR) in Q1 2024, closing a stake of 200 shares — an estimated $46.3K sold.

Level Financial Advisors first reported a position in DHR in Q4 2021 and held it in 9 quarters. The position peaked at $66K in Q4 2021. 2,195 funds tracked by Wall St. Rank hold DHR as of Q1 2024.

  • Level Financial Advisors reported no remaining Danaher position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 200 Danaher shares in Q1 2024, an estimated $46.3K.
  • Level Financial Advisors first reported a position in Danaher in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Danaher position peaked at $66K in Q4 2021.
  • 2,195 funds tracked by Wall St. Rank held Danaher as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.