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Rockbridge Investment Management’s Danaher DHR Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-267
Closed -$61.8K – 243
2023
Q4 		$61.8K Buy
+267
New +$56.8K 0.01% 216
2022
Q3 		– Sell
-527
Closed -$118K – 230
2022
Q2 		$118K Buy
527
+118
+29% +$27.2K 0.03% 137
2022
Q1 		$106K Buy
409
+338
+476% +$84.6K 0.02% 212
2021
Q4 		$21K Buy
71
+52
+274% +$14.3K ﹤0.01% 473
2021
Q3 		$5K Hold
19
– – ﹤0.01% 610
2021
Q2 		$5K Hold
19
– – ﹤0.01% 604
2021
Q1 		$4K Hold
19
– – ﹤0.01% 593
2020
Q4 		$4K Hold
19
– – ﹤0.01% 585
2020
Q3 		$4K Hold
19
– – ﹤0.01% 537
2020
Q2 		$3K Buy
+19
New +$2.73K ﹤0.01% 527

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Rockbridge Investment Management's DHR Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Danaher (DHR) in Q1 2024, closing a stake of 267 shares — an estimated $61.8K sold.

Rockbridge Investment Management first reported a position in DHR in Q2 2020 and held it in 10 quarters. The position peaked at $118K in Q2 2022. 2,195 funds tracked by Wall St. Rank hold DHR as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Danaher position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 267 Danaher shares in Q1 2024, an estimated $61.8K.
  • Rockbridge Investment Management first reported a position in Danaher in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Danaher position peaked at $118K in Q2 2022.
  • 2,195 funds tracked by Wall St. Rank held Danaher as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.