MFW
DHR icon

Mosaic Family Wealth’s Danaher DHR Stock Holding History

Mosaic Family Wealth’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
2019
Q4 		– Sell
-2,492
Closed -$319K – 162
2019
Q3 		$319K Hold
2,492
– – 0.13% 115
2019
Q2 		$316K Hold
2,492
– – 0.13% 121
2019
Q1 		$292K Sell
2,492
-25
-1% -$2.56K 0.12% 121
2018
Q4 		$230K Hold
2,517
– – 0.1% 137
2018
Q3 		$224K Sell
2,517
-349
-12% -$31.8K 0.09% 141
2018
Q2 		$251K Buy
2,866
+91
+3% +$8.11K 0.1% 142
2018
Q1 		$241K Sell
2,775
-598
-18% -$52.3K 0.09% 145
2017
Q4 		$278K Buy
3,373
+195
+6% +$15.9K 0.1% 137
2017
Q3 		$242K Sell
3,178
-1,095
-26% -$81K 0.09% 161
2017
Q2 		$320K Buy
4,273
+2,337
+121% +$175K 0.13% 130
2017
Q1 		$147K Sell
1,936
-1,466
-43% -$109K 0.06% 213
2016
Q4 		$235K Buy
3,402
+1,466
+76% +$102K 0.11% 153
2016
Q3 		$135K Sell
1,936
-617
-24% -$43.7K 0.06% 215
2016
Q2 		$174K Hold
2,553
– – 0.08% 173
2016
Q1 		$162K Sell
2,553
-1,208
-32% -$72K 0.08% 169
2015
Q4 		$234K Buy
+3,761
New +$235K 0.1% 131

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mosaic Family Wealth's DHR Position: Q4 2019 in Review

Mosaic Family Wealth sold out of Danaher (DHR) in Q4 2019, closing a stake of 2,492 shares — an estimated $319K sold.

Mosaic Family Wealth first reported a position in DHR in Q4 2015 and held it in 16 quarters. The position peaked at $320K in Q2 2017. 1,514 funds tracked by Wall St. Rank hold DHR as of Q4 2019.

  • Mosaic Family Wealth reported no remaining Danaher position as of Q4 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,492 Danaher shares in Q4 2019, an estimated $319K.
  • Mosaic Family Wealth first reported a position in Danaher in Q4 2015 and held it in 16 quarters.
  • Mosaic Family Wealth's Danaher position peaked at $320K in Q2 2017.
  • 1,514 funds tracked by Wall St. Rank held Danaher as of Q4 2019.

Based on Mosaic Family Wealth's 13F filing for Q4 2019, filed 31 Jan 2020.