PWM
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PRW Wealth Management’s Danaher DHR Stock Holding History

PRW 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
2021
Q3 		– Sell
-5,190
Closed -$1.24M – 141
2021
Q2 		$1.24M Buy
+5,190
New +$1.15M 0.36% 84
2019
Q2 		– Sell
-94
Closed -$11K – 218
2019
Q1 		$11K Hold
94
– – 0.01% 269
2018
Q4 		$9K Buy
+94
New +$8.53K 0.01% 296

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

PRW Wealth Management's DHR Position: Q3 2021 in Review

PRW Wealth Management sold out of Danaher (DHR) in Q3 2021, closing a stake of 5,190 shares — an estimated $1.24M sold.

PRW Wealth Management first reported a position in DHR in Q4 2018 and held it in 3 quarters. The position peaked at $1.24M in Q2 2021. 1,894 funds tracked by Wall St. Rank hold DHR as of Q3 2021.

  • PRW Wealth Management reported no remaining Danaher position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 5,190 Danaher shares in Q3 2021, an estimated $1.24M.
  • PRW Wealth Management first reported a position in Danaher in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Danaher position peaked at $1.24M in Q2 2021.
  • 1,894 funds tracked by Wall St. Rank held Danaher as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.