Perennial Advisors’s Danaher DHR Stock Holding History

Perennial 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 Q2	–	Sell	-1,506	Closed	-$336K	–	120
2023 Q1	$336K	Buy	+1,506	New	+$343K	0.1%	78
2022 Q2	–	Sell	-832	Closed	-$217K	–	92
2022 Q1	$217K	Buy	+832	New	+$208K	0.06%	88
2021 Q3	–	Sell	-522	Closed	-$124K	–	126
2021 Q2	$124K	Sell	522 -21	-4%	-$4.66K	0.04%	96
2021 Q1	$108K	Hold	543	–	–	0.03%	101
2020 Q4	$107K	Buy	+543	New	+$109K	0.04%	96
2020 Q3	–	Sell	-548	Closed	-$86K	–	110
2020 Q2	$86K	Buy	+548	New	+$78.6K	0.04%	103
2019 Q1	–	Sell	-244	Closed	-$22K	–	105
2018 Q4	$22K	Hold	244	–	–	0.01%	129
2018 Q3	$23K	Hold	244	–	–	0.01%	138
2018 Q2	$21K	Hold	244	–	–	0.01%	140
2018 Q1	$21K	Hold	244	–	–	0.01%	135
2017 Q4	$20K	Buy	244 +122	+100%	+$9.92K	0.01%	144
2017 Q3	$9K	Hold	122	–	–	0.01%	166
2017 Q2	$9K	Buy	+122	New	+$9.13K	0.01%	170

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perennial Advisors's DHR Position: Q2 2023 in Review

Perennial Advisors sold out of Danaher (DHR) in Q2 2023, closing a stake of 1,506 shares — an estimated $336K sold.

Perennial Advisors first reported a position in DHR in Q2 2017 and held it in 13 quarters. The position peaked at $336K in Q1 2023. 2,068 funds tracked by Wall St. Rank hold DHR as of Q2 2023.

Perennial Advisors reported no remaining Danaher position as of Q2 2023 after selling out during the quarter.
Perennial Advisors sold 1,506 Danaher shares in Q2 2023, an estimated $336K.
Perennial Advisors first reported a position in Danaher in Q2 2017 and held it in 13 quarters.
Perennial Advisors's Danaher position peaked at $336K in Q1 2023.
2,068 funds tracked by Wall St. Rank held Danaher as of Q2 2023.

Based on Perennial Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.