Lion Street Advisors’s Danaher DHR Stock Holding History

Lion Street 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 Q3	–	Sell	-1,144	Closed	-$316K	–	262
2023 Q2	$316K	Buy	+1,144	New	+$242K	0.11%	164
2023 Q1	–	Sell	-1,092	Closed	-$302K	–	246
2022 Q4	$302K	Buy	+1,092	New	+$253K	0.16%	106
2022 Q3	–	Sell	-1,092	Closed	-$301K	–	137
2022 Q2	$301K	Buy	+1,092	New	+$252K	0.16%	107
2022 Q1	–	Sell	-1,024	Closed	-$301K	–	147
2021 Q4	$301K	Sell	1,024 -68	-6%	-$18.7K	0.15%	109
2021 Q3	$292K	Buy	+1,092	New	+$297K	0.16%	104
2020 Q2	–	Sell	-202	Closed	-$25K	–	126
2020 Q1	$25K	Buy	+202	New	+$27.2K	0.14%	85

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lion Street Advisors's DHR Position: Q3 2023 in Review

Lion Street Advisors sold out of Danaher (DHR) in Q3 2023, closing a stake of 1,144 shares — an estimated $316K sold.

Lion Street Advisors first reported a position in DHR in Q1 2020 and held it in 6 quarters. The position peaked at $316K in Q2 2023. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

Lion Street Advisors reported no remaining Danaher position as of Q3 2023 after selling out during the quarter.
Lion Street Advisors sold 1,144 Danaher shares in Q3 2023, an estimated $316K.
Lion Street Advisors first reported a position in Danaher in Q1 2020 and held it in 6 quarters.
Lion Street Advisors's Danaher position peaked at $316K in Q2 2023.
2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on Lion Street Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.