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Liberty Wealth Management’s Danaher DHR Stock Holding History

Liberty 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
2021
Q4 		– Sell
-71
Closed -$19K – 391
2021
Q3 		$19K Buy
71
+24
+51% +$6.53K 0.01% 653
2021
Q2 		$11K Sell
47
-2
-4% -$443 ﹤0.01% 628
2021
Q1 		$10K Hold
49
– – ﹤0.01% 590
2020
Q4 		$10K Buy
49
+25
+104% +$5.01K ﹤0.01% 583
2020
Q3 		$5K Hold
24
– – ﹤0.01% 616
2020
Q2 		$4K Sell
24
-37
-61% -$5.31K ﹤0.01% 639
2020
Q1 		$7K Sell
61
-165
-73% -$22.2K 0.01% 511
2019
Q4 		$31K Buy
226
+202
+842% +$25.5K 0.02% 338
2019
Q3 		$3K Buy
+24
New +$3K ﹤0.01% 702

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's DHR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Danaher (DHR) in Q4 2021, closing a stake of 71 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in DHR in Q3 2019 and held it in 9 quarters. The position peaked at $31K in Q4 2019. 2,080 funds tracked by Wall St. Rank hold DHR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Danaher position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 71 Danaher shares in Q4 2021, an estimated $19K.
  • Liberty Wealth Management first reported a position in Danaher in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management's Danaher position peaked at $31K in Q4 2019.
  • 2,080 funds tracked by Wall St. Rank held Danaher as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.