SFP
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Sterling Financial Planning’s Danaher DHR Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-27
Closed -$7K – 177
2021
Q3 		$7K Hold
27
– – ﹤0.01% 344
2021
Q2 		$6K Hold
27
– – ﹤0.01% 330
2021
Q1 		$5K Hold
27
– – ﹤0.01% 314
2020
Q4 		$5K Buy
+27
New +$5.41K ﹤0.01% 297

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Financial Planning's DHR Position: Q4 2021 in Review

Sterling Financial Planning sold out of Danaher (DHR) in Q4 2021, closing a stake of 27 shares — an estimated $7K sold.

Sterling Financial Planning first reported a position in DHR in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q3 2021. 2,080 funds tracked by Wall St. Rank hold DHR as of Q4 2021.

  • Sterling Financial Planning reported no remaining Danaher position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 27 Danaher shares in Q4 2021, an estimated $7K.
  • Sterling Financial Planning first reported a position in Danaher in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Danaher position peaked at $7K in Q3 2021.
  • 2,080 funds tracked by Wall St. Rank held Danaher as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.