Schneider Downs Wealth Management Advisors’s Danaher DHR Stock Holding History

Schneider Downs Wealth Management 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
2022 Q4	–	Sell	-1,120	Closed	-$256K	–	125
2022 Q3	$256K	Sell	1,120 -8	-0.7%	-$1.96K	0.08%	103
2022 Q2	$254K	Buy	1,128 +221	+24%	+$50.9K	0.07%	112
2022 Q1	$236K	Sell	907 -69	-7%	-$17.3K	0.06%	132
2021 Q4	$285K	Hold	976	–	–	0.07%	120
2021 Q3	$263K	Sell	976 -143	-13%	-$38.9K	0.07%	120
2021 Q2	$266K	Buy	1,119 +44	+4%	+$9.76K	0.07%	112
2021 Q1	$215K	Sell	1,075 -156	-13%	-$31.7K	0.05%	127
2020 Q4	$242K	Buy	+1,231	New	+$247K	0.07%	83

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

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

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

Schneider Downs Wealth Management Advisors's DHR Position: Q4 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Danaher (DHR) in Q4 2022, closing a stake of 1,120 shares — an estimated $256K sold.

Schneider Downs Wealth Management Advisors first reported a position in DHR in Q4 2020 and held it in 8 quarters. The position peaked at $285K in Q4 2021. 2,117 funds tracked by Wall St. Rank hold DHR as of Q4 2022.

Schneider Downs Wealth Management Advisors reported no remaining Danaher position as of Q4 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 1,120 Danaher shares in Q4 2022, an estimated $256K.
Schneider Downs Wealth Management Advisors first reported a position in Danaher in Q4 2020 and held it in 8 quarters.
Schneider Downs Wealth Management Advisors's Danaher position peaked at $285K in Q4 2021.
2,117 funds tracked by Wall St. Rank held Danaher as of Q4 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.