SMFS
DHR icon

Squar Milner Financial Services’s Danaher DHR Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-969
Closed -$118K – 331
2020
Q1 		$118K Sell
969
-3
-0.3% -$404 0.07% 232
2019
Q4 		$132K Buy
+972
New +$123K 0.07% 270
2019
Q3 		– Sell
-830
Closed -$105K – 335
2019
Q2 		$105K Hold
830
– – 0.07% 271
2019
Q1 		$97K Hold
830
– – 0.07% 262
2018
Q4 		$76K Buy
830
+72
+9% +$6.54K 0.07% 252
2018
Q3 		$73K Buy
758
+158
+26% +$14.4K 0.07% 263
2018
Q2 		$52K Buy
+600
New +$53.5K 0.05% 322

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's DHR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Danaher (DHR) in Q2 2020, closing a stake of 969 shares — an estimated $118K sold.

Squar Milner Financial Services first reported a position in DHR in Q2 2018 and held it in 7 quarters. The position peaked at $132K in Q4 2019. 1,581 funds tracked by Wall St. Rank hold DHR as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Danaher position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 969 Danaher shares in Q2 2020, an estimated $118K.
  • Squar Milner Financial Services first reported a position in Danaher in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Danaher position peaked at $132K in Q4 2019.
  • 1,581 funds tracked by Wall St. Rank held Danaher as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.