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OLIO Financial Planning’s Danaher DHR Stock Holding History

OLIO Financial Planning’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
-918
Closed -$202K – 54
2023
Q3 		$202K Buy
+918
New +$205K 0.09% 51
2023
Q2 		– Sell
-918
Closed -$205K – 48
2023
Q1 		$205K Sell
918
-747
-45% -$170K 0.11% 42
2022
Q4 		$392K Hold
1,665
– – 0.21% 30
2022
Q3 		$381K Hold
1,665
– – 0.23% 32
2022
Q2 		$374K Hold
1,665
– – 0.21% 33
2022
Q1 		$433K Buy
1,665
+169
+11% +$42.3K 0.25% 33
2021
Q4 		$436K Buy
+1,496
New +$412K 0.26% 29

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

OLIO Financial Planning's DHR Position: Q4 2023 in Review

OLIO Financial Planning sold out of Danaher (DHR) in Q4 2023, closing a stake of 918 shares — an estimated $202K sold.

OLIO Financial Planning first reported a position in DHR in Q4 2021 and held it in 7 quarters. The position peaked at $436K in Q4 2021. 2,127 funds tracked by Wall St. Rank hold DHR as of Q4 2023.

  • OLIO Financial Planning reported no remaining Danaher position as of Q4 2023 after selling out during the quarter.
  • OLIO Financial Planning sold 918 Danaher shares in Q4 2023, an estimated $202K.
  • OLIO Financial Planning first reported a position in Danaher in Q4 2021 and held it in 7 quarters.
  • OLIO Financial Planning's Danaher position peaked at $436K in Q4 2021.
  • 2,127 funds tracked by Wall St. Rank held Danaher as of Q4 2023.

Based on OLIO Financial Planning's 13F filing for Q4 2023, filed 10 Jan 2024.