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Provence Wealth Management Group’s Danaher DHR Stock Holding History

Provence Wealth Management 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
2023
Q4 		$428K Buy
1,849
+1,207
+188% +$257K 0.23% 89
2023
Q3 		$141K Sell
642
-363
-36% -$81K 0.09% 152
2023
Q2 		$214K Sell
1,005
-399
-28% -$84.5K 0.13% 144
2023
Q1 		$314K Buy
1,404
+181
+15% +$41.2K 0.21% 98
2022
Q4 		$288K Buy
+1,223
New +$284K 0.23% 87

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
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 $3.37T AUM 44.26% 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

Provence Wealth Management Group's DHR Position: Q4 2023 in Review

Provence Wealth Management Group increased its Danaher (DHR) stake by 188% in Q4 2023, buying an estimated $257K and bringing the position to 1,849 shares worth $428K. The position accounts for 0.23% of the portfolio, ranked #89.

Provence Wealth Management Group first reported a position in DHR in Q4 2022 and has held it in 5 quarters since. 2,129 funds tracked by Wall St. Rank hold DHR as of Q4 2023.

  • Provence Wealth Management Group held 1,849 shares of Danaher worth $428K as of Q4 2023.
  • Provence Wealth Management Group bought 1,207 Danaher shares in Q4 2023, an estimated $257K.
  • Danaher made up 0.23% of Provence Wealth Management Group's portfolio in Q4 2023, its #89 holding.
  • Provence Wealth Management Group first reported a position in Danaher in Q4 2022 and has held it in 5 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Danaher as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.