LWM Advisory Services’s Danaher DHR Stock Holding History

LWM Advisory Services’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
2022 Q4	–	Sell	-1,190	Closed	-$279K	–	96
2022 Q3	$279K	Buy	1,190 +16	+1%	+$3.92K	0.32%	86
2022 Q2	$265K	Buy	1,174 +63	+6%	+$14.5K	0.32%	90
2022 Q1	$285K	Sell	1,111 -2	-0.2%	-$501	0.35%	85
2021 Q4	$325K	Buy	+1,113	New	+$307K	0.4%	76

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LWM Advisory Services's DHR Position: Q4 2022 in Review

LWM Advisory Services sold out of Danaher (DHR) in Q4 2022, closing a stake of 1,190 shares — an estimated $279K sold.

LWM Advisory Services first reported a position in DHR in Q4 2021 and held it in 4 quarters. The position peaked at $325K in Q4 2021. 2,118 funds tracked by Wall St. Rank hold DHR as of Q4 2022.

LWM Advisory Services reported no remaining Danaher position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 1,190 Danaher shares in Q4 2022, an estimated $279K.
LWM Advisory Services first reported a position in Danaher in Q4 2021 and held it in 4 quarters.
LWM Advisory Services's Danaher position peaked at $325K in Q4 2021.
2,118 funds tracked by Wall St. Rank held Danaher as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.