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Polaris Wealth Advisory Group’s Danaher DHR Stock Holding History

Polaris Wealth Advisory Group’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
2019
Q4 		– Sell
-233,577
Closed -$28.4M – 161
2019
Q3 		$28.4M Buy
233,577
+1,246
+0.5% +$156K 2.32% 12
2019
Q2 		$29.7M Sell
232,331
-14,174
-6% -$1.68M 2.25% 10
2019
Q1 		$28.8M Sell
246,505
-59,701
-19% -$6.12M 2.16% 8
2018
Q4 		$28M Sell
306,206
-5,856
-2% -$532K 2.63% 4
2018
Q3 		$30.1M Buy
312,062
+6,480
+2% +$590K 2.07% 8
2018
Q2 		$26.5M Sell
305,582
-143
-0% -$12.7K 2.24% 15
2018
Q1 		$26.5M Buy
305,725
+20,263
+7% +$1.77M 2.16% 15
2017
Q4 		$23.5M Buy
285,462
+13,956
+5% +$1.13M 1.93% 16
2017
Q3 		$20.6M Buy
271,506
+5,497
+2% +$407K 1.82% 21
2017
Q2 		$19.9M Buy
266,009
+3,197
+1% +$239K 2.26% 16
2017
Q1 		$19.9M Buy
262,812
+5,693
+2% +$424K 2.17% 14
2016
Q4 		$17.7M Buy
257,119
+252,293
+5,228% +$17.5M 2.06% 17
2016
Q3 		$335K Sell
4,826
-1,680
-26% -$119K 0.04% 91
2016
Q2 		$442K Sell
6,506
-159
-2% -$10.4K 0.07% 67
2016
Q1 		$425K Buy
6,665
+602
+10% +$35.9K 0.07% 76
2015
Q4 		$378K Sell
6,063
-647
-10% -$40.5K 0.06% 106
2015
Q3 		$384K Buy
+6,710
New +$396K 0.08% 58

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polaris Wealth Advisory Group's DHR Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of Danaher (DHR) in Q4 2019, closing a stake of 233,577 shares — an estimated $28.4M sold.

Polaris Wealth Advisory Group first reported a position in DHR in Q3 2015 and held it in 17 quarters. The position peaked at $30.1M in Q3 2018. 1,515 funds tracked by Wall St. Rank hold DHR as of Q4 2019.

  • Polaris Wealth Advisory Group reported no remaining Danaher position as of Q4 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 233,577 Danaher shares in Q4 2019, an estimated $28.4M.
  • Polaris Wealth Advisory Group first reported a position in Danaher in Q3 2015 and held it in 17 quarters.
  • Polaris Wealth Advisory Group's Danaher position peaked at $30.1M in Q3 2018.
  • 1,515 funds tracked by Wall St. Rank held Danaher as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.