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Sheets Smith Wealth Management’s Danaher DHR Stock Holding History

Sheets Smith 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
2020
Q1 		– Sell
-5,127
Closed -$693K – 283
2019
Q4 		$693K Buy
+5,127
New +$648K 0.13% 160

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's DHR Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Danaher (DHR) in Q1 2020, closing a stake of 5,127 shares — an estimated $693K sold.

Sheets Smith Wealth Management first reported a position in DHR in Q4 2019 and held it in 1 quarter. The position peaked at $693K in Q4 2019. 1,502 funds tracked by Wall St. Rank hold DHR as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining Danaher position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,127 Danaher shares in Q1 2020, an estimated $693K.
  • Sheets Smith Wealth Management first reported a position in Danaher in Q4 2019 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Danaher position peaked at $693K in Q4 2019.
  • 1,502 funds tracked by Wall St. Rank held Danaher as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.