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MPS Loria Financial Planners’s Danaher DHR Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-61
Closed -$12K – 227
2021
Q1 		$12K Hold
61
– – 0.01% 279
2020
Q4 		$12K Buy
+61
New +$12.2K 0.01% 282

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

MPS Loria Financial Planners's DHR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Danaher (DHR) in Q2 2021, closing a stake of 61 shares — an estimated $12K sold.

MPS Loria Financial Planners first reported a position in DHR in Q4 2020 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 1,817 funds tracked by Wall St. Rank hold DHR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Danaher position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 61 Danaher shares in Q2 2021, an estimated $12K.
  • MPS Loria Financial Planners first reported a position in Danaher in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Danaher position peaked at $12K in Q1 2021.
  • 1,817 funds tracked by Wall St. Rank held Danaher as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.