MIA
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Milestone Investment Advisors’s Danaher DHR Stock Holding History

Milestone Investment 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
Q4 		– Sell
-686
Closed -$151K – 208
2023
Q3 		$151K Buy
+686
New +$153K 0.04% 122
2023
Q2 		– Sell
-686
Closed -$153K – 203
2023
Q1 		$153K Buy
+686
New +$156K 0.05% 119

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Milestone Investment Advisors's DHR Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Danaher (DHR) in Q4 2023, closing a stake of 686 shares — an estimated $151K sold.

Milestone Investment Advisors first reported a position in DHR in Q1 2023 and held it in 2 quarters. The position peaked at $153K in Q1 2023. 2,127 funds tracked by Wall St. Rank hold DHR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Danaher position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 686 Danaher shares in Q4 2023, an estimated $151K.
  • Milestone Investment Advisors first reported a position in Danaher in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Danaher position peaked at $153K in Q1 2023.
  • 2,127 funds tracked by Wall St. Rank held Danaher as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.