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Patriot Wealth Management’s Danaher DHR Stock Holding History

Patriot Wealth Management’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
2018
Q4 		$7.49M Sell
81,932
-2,102
-3% -$191K 1.1% 36
2018
Q3 		$8.1M Buy
84,034
+1,556
+2% +$142K 1.02% 44
2018
Q2 		$7.21M Buy
82,478
+1,938
+2% +$173K 0.99% 42
2018
Q1 		$6.99M Buy
80,540
+1,713
+2% +$150K 1% 36
2017
Q4 		$6.49M Buy
78,827
+1,038
+1% +$84.4K 0.92% 41
2017
Q3 		$5.92M Buy
77,789
+426
+0.6% +$31.5K 0.96% 40
2017
Q2 		$5.79M Buy
77,363
+2,351
+3% +$176K 0.97% 44
2017
Q1 		$5.69M Buy
75,012
+2,330
+3% +$173K 0.91% 44
2016
Q4 		$5.02M Sell
72,682
-307
-0.4% -$21.3K 0.95% 45
2016
Q3 		$5.07M Sell
72,989
-26,034
-26% -$1.85M 0.98% 43
2016
Q2 		$6.72M Buy
99,023
+2,143
+2% +$140K 1.33% 28
2016
Q1 		$6.18M Buy
96,880
+1,351
+1% +$80.5K 1.25% 30
2015
Q4 		$5.96M Buy
95,529
+272
+0.3% +$17K 1.24% 30
2015
Q3 		$5.46M Sell
95,257
-42,797
-31% -$2.53M 1.26% 29
2015
Q2 		$7.94M Buy
138,054
+1,414
+1% +$81K 1.77% 15
2015
Q1 		$7.8M Buy
136,640
+5,026
+4% +$288K 1.73% 15
2014
Q4 		$7.58M Buy
131,614
+2,530
+2% +$137K 1.77% 20
2014
Q3 		$6.59M Buy
129,084
+3,484
+3% +$179K 1.63% 20
2014
Q2 		$6.65M Buy
125,600
+756
+0.6% +$38.8K 1.68% 18
2014
Q1 		$6.29M Buy
124,844
+2,233
+2% +$114K 1.68% 20
2013
Q4 		$6.36M Sell
122,611
-1,116
-0.9% -$54.9K 1.75% 17
2013
Q3 		$5.76M Buy
+123,727
New +$5.61M 1.71% 21
2013
Q2 		– Hold
0
– – – 23

Other funds holding DHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Patriot Wealth Management's DHR Position: Q4 2018 in Review

Patriot Wealth Management reduced its Danaher (DHR) stake by 2.5% in Q4 2018, selling an estimated $191K and leaving 81,932 shares worth $7.49M. The position accounts for 1.1% of the portfolio, ranked #36.

Patriot Wealth Management first reported a position in DHR in Q3 2013 and has held it in 22 quarters since. The position peaked at $8.1M in Q3 2018. 1,302 funds tracked by Wall St. Rank hold DHR as of Q4 2018.

  • Patriot Wealth Management held 81,932 shares of Danaher worth $7.49M as of Q4 2018.
  • Patriot Wealth Management sold 2,102 Danaher shares in Q4 2018, an estimated $191K.
  • Danaher made up 1.1% of Patriot Wealth Management's portfolio in Q4 2018, its #36 holding.
  • Patriot Wealth Management first reported a position in Danaher in Q3 2013 and has held it in 22 quarters since.
  • Patriot Wealth Management's Danaher position peaked at $8.1M in Q3 2018.
  • 1,302 funds tracked by Wall St. Rank held Danaher as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.