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Lifeworks Advisors’s Danaher DHR Stock Holding History

Lifeworks 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
2023
Q2 		– Sell
-1,297
Closed -$290K – 158
2023
Q1 		$290K Hold
1,297
– – 0.14% 121
2022
Q4 		$305K Sell
1,297
-451
-26% -$105K 0.17% 97
2022
Q3 		$390K Buy
1,748
+564
+48% +$138K 0.22% 93
2022
Q2 		$266K Hold
1,184
– – 0.17% 109
2022
Q1 		$308K Hold
1,184
– – 0.2% 96
2021
Q4 		$345K Buy
+1,184
New +$326K 0.27% 92

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lifeworks Advisors's DHR Position: Q2 2023 in Review

Lifeworks Advisors sold out of Danaher (DHR) in Q2 2023, closing a stake of 1,297 shares — an estimated $290K sold.

Lifeworks Advisors first reported a position in DHR in Q4 2021 and held it in 6 quarters. The position peaked at $390K in Q3 2022. 2,067 funds tracked by Wall St. Rank hold DHR as of Q2 2023.

  • Lifeworks Advisors reported no remaining Danaher position as of Q2 2023 after selling out during the quarter.
  • Lifeworks Advisors sold 1,297 Danaher shares in Q2 2023, an estimated $290K.
  • Lifeworks Advisors first reported a position in Danaher in Q4 2021 and held it in 6 quarters.
  • Lifeworks Advisors's Danaher position peaked at $390K in Q3 2022.
  • 2,067 funds tracked by Wall St. Rank held Danaher as of Q2 2023.

Based on Lifeworks Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.