Security National Trust’s Danaher DHR Stock Holding History

Security National Trust’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	$188K	Hold	790	–	–	0.04%	165
2021 Q2	$188K	Hold	790	–	–	0.04%	171
2021 Q1	$158K	Hold	790	–	–	0.04%	183
2020 Q4	$155K	Hold	790	–	–	0.04%	182
2020 Q3	$151K	Hold	790	–	–	0.04%	174
2020 Q2	$124K	Sell	790 -93	-11%	-$13.3K	0.04%	193
2020 Q1	$108K	Buy	883 +206	+30%	+$27.8K	0.04%	189
2019 Q4	$92K	Hold	677	–	–	0.03%	222
2019 Q3	$87K	Hold	677	–	–	0.03%	216
2019 Q2	$86K	Hold	677	–	–	0.03%	221
2019 Q1	$79K	Hold	677	–	–	0.03%	223
2018 Q4	$62K	Hold	677	–	–	0.02%	227
2018 Q3	$65K	Hold	677	–	–	0.02%	242
2018 Q2	$59K	Hold	677	–	–	0.02%	250
2018 Q1	$59K	Hold	677	–	–	0.02%	252
2017 Q4	$56K	Hold	677	–	–	0.02%	256
2017 Q3	$51K	Hold	677	–	–	0.02%	263
2017 Q2	$51K	Hold	677	–	–	0.02%	273
2017 Q1	$51K	Hold	677	–	–	0.02%	274
2016 Q4	$47K	Hold	677	–	–	0.02%	280
2016 Q3	$47K	Buy	+677	New	+$48K	0.02%	282
2015 Q3	–	Sell	-67	Closed	-$4K	–	467
2015 Q2	$4K	Hold	67	–	–	﹤0.01%	441
2015 Q1	$4K	Hold	67	–	–	﹤0.01%	446
2014 Q4	$4K	Buy	+67	New	+$3.63K	﹤0.01%	466

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Security National Trust's DHR Position: Q3 2021 in Review

Security National Trust held its Danaher (DHR) position steady in Q3 2021 at 790 shares worth $188K. The position accounts for 0.04% of the portfolio, ranked #165.

Security National Trust first reported a position in DHR in Q4 2014 and has held it in 24 quarters since. 1,896 funds tracked by Wall St. Rank hold DHR as of Q3 2021.

Security National Trust held 790 shares of Danaher worth $188K as of Q3 2021.
Security National Trust left its Danaher share count unchanged in Q3 2021.
Danaher made up 0.04% of Security National Trust's portfolio in Q3 2021, its #165 holding.
Security National Trust first reported a position in Danaher in Q4 2014 and has held it in 24 quarters since.
1,896 funds tracked by Wall St. Rank held Danaher as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.