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One Wealth Management Investment & Advisory Services’s Danaher DHR Stock Holding History

One Wealth Management Investment & Advisory Services’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
2024
Q3 		– Sell
-964
Closed -$241K – 64
2024
Q2 		$241K Sell
964
-89
-8% -$22.5K 0.1% 102
2024
Q1 		$263K Buy
+1,053
New +$257K 0.11% 103

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

One Wealth Management Investment & Advisory Services's DHR Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Danaher (DHR) in Q3 2024, closing a stake of 964 shares — an estimated $241K sold.

One Wealth Management Investment & Advisory Services first reported a position in DHR in Q1 2024 and held it in 2 quarters. The position peaked at $263K in Q1 2024. 2,272 funds tracked by Wall St. Rank hold DHR as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Danaher position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 964 Danaher shares in Q3 2024, an estimated $241K.
  • One Wealth Management Investment & Advisory Services first reported a position in Danaher in Q1 2024 and held it in 2 quarters.
  • One Wealth Management Investment & Advisory Services's Danaher position peaked at $263K in Q1 2024.
  • 2,272 funds tracked by Wall St. Rank held Danaher as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.