Monograph Wealth Advisors’s Danaher DHR Stock Holding History

Monograph Wealth 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	-7,626	Closed	-$1.68M	–	119
2023 Q3	$1.68M	Buy	+7,626	New	+$1.7M	0.33%	30

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

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

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

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

Monograph Wealth Advisors's DHR Position: Q4 2023 in Review

Monograph Wealth Advisors sold out of Danaher (DHR) in Q4 2023, closing a stake of 7,626 shares — an estimated $1.68M sold.

Monograph Wealth Advisors first reported a position in DHR in Q3 2023 and held it in 1 quarter. The position peaked at $1.68M in Q3 2023. 2,127 funds tracked by Wall St. Rank hold DHR as of Q4 2023.

Monograph Wealth Advisors reported no remaining Danaher position as of Q4 2023 after selling out during the quarter.
Monograph Wealth Advisors sold 7,626 Danaher shares in Q4 2023, an estimated $1.68M.
Monograph Wealth Advisors first reported a position in Danaher in Q3 2023 and held it in 1 quarter.
Monograph Wealth Advisors's Danaher position peaked at $1.68M in Q3 2023.
2,127 funds tracked by Wall St. Rank held Danaher as of Q4 2023.

Based on Monograph Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.