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Sonen Capital’s Danaher DHR Stock Holding History

Sonen Capital’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
2023
Q4 		$945K Sell
4,085
-861
-17% -$183K 1.79% 13
2023
Q3 		$1.09M Sell
4,946
-1,767
-26% -$394K 2.14% 8
2023
Q2 		$1.43M Buy
6,713
+1,582
+31% +$335K 2.37% 6
2023
Q1 		$1.15M Buy
5,131
+1,044
+26% +$237K 1.94% 5
2022
Q4 		$962K Buy
4,087
+535
+15% +$124K 1.57% 16
2022
Q3 		$813K Buy
3,552
+222
+7% +$54.3K 1.32% 24
2022
Q2 		$749K Buy
3,330
+97
+3% +$22.3K 1.07% 29
2022
Q1 		$841K Buy
3,233
+596
+23% +$149K 1.02% 33
2021
Q4 		$769K Buy
+2,637
New +$726K 0.74% 44

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

Sonen Capital's DHR Position: Q4 2023 in Review

Sonen Capital reduced its Danaher (DHR) stake by 17% in Q4 2023, selling an estimated $183K and leaving 4,085 shares worth $945K. The position accounts for 1.79% of the portfolio, ranked #13.

Sonen Capital first reported a position in DHR in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.43M in Q2 2023. 2,127 funds tracked by Wall St. Rank hold DHR as of Q4 2023.

  • Sonen Capital held 4,085 shares of Danaher worth $945K as of Q4 2023.
  • Sonen Capital sold 861 Danaher shares in Q4 2023, an estimated $183K.
  • Danaher made up 1.79% of Sonen Capital's portfolio in Q4 2023, its #13 holding.
  • Sonen Capital first reported a position in Danaher in Q4 2021 and has held it in 9 quarters since.
  • Sonen Capital's Danaher position peaked at $1.43M in Q2 2023.
  • 2,127 funds tracked by Wall St. Rank held Danaher as of Q4 2023.

Based on Sonen Capital's 13F filing for Q4 2023, filed 2 Feb 2024.