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My Legacy Advisors’s Danaher DHR Stock Holding History

My Legacy 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
Q3 		– Sell
-3,918
Closed -$829K – 208
2023
Q2 		$829K Sell
3,918
-1,164
-23% -$246K 0.33% 88
2023
Q1 		$1.12M Buy
5,082
+249
+5% +$56.6K 0.48% 65
2022
Q4 		$1.16M Buy
4,833
+490
+11% +$114K 0.49% 64
2022
Q3 		$977K Buy
4,343
+1,018
+31% +$249K 0.49% 61
2022
Q2 		$782K Buy
3,325
+243
+8% +$56K 0.39% 84
2022
Q1 		$801K Buy
+3,082
New +$772K 0.37% 91

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

My Legacy Advisors's DHR Position: Q3 2023 in Review

My Legacy Advisors sold out of Danaher (DHR) in Q3 2023, closing a stake of 3,918 shares — an estimated $829K sold.

My Legacy Advisors first reported a position in DHR in Q1 2022 and held it in 6 quarters. The position peaked at $1.16M in Q4 2022. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

  • My Legacy Advisors reported no remaining Danaher position as of Q3 2023 after selling out during the quarter.
  • My Legacy Advisors sold 3,918 Danaher shares in Q3 2023, an estimated $829K.
  • My Legacy Advisors first reported a position in Danaher in Q1 2022 and held it in 6 quarters.
  • My Legacy Advisors's Danaher position peaked at $1.16M in Q4 2022.
  • 2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on My Legacy Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.