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Steward Financial Group’s Danaher DHR Stock Holding History

Steward Financial Group’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
Q3 		$24K Buy
111
+17
+18% +$3.79K 0.01% 222
2023
Q2 		$19K Buy
+94
New +$19.9K 0.01% 251
2022
Q3 		– Sell
-112
Closed -$25K – 415
2022
Q2 		$25K Buy
112
+86
+331% +$19.8K 0.02% 150
2022
Q1 		$6K Hold
26
– – 0.01% 228
2021
Q4 		$7K Buy
+26
New +$7.16K 0.01% 167

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Steward Financial Group's DHR Position: Q3 2023 in Review

Steward Financial Group increased its Danaher (DHR) stake by 18% in Q3 2023, buying an estimated $3.79K and bringing the position to 111 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #222.

Steward Financial Group first reported a position in DHR in Q4 2021 and has held it in 5 quarters since. The position peaked at $25K in Q2 2022. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

  • Steward Financial Group held 111 shares of Danaher worth $24K as of Q3 2023.
  • Steward Financial Group bought 17 Danaher shares in Q3 2023, an estimated $3.79K.
  • Danaher made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #222 holding.
  • Steward Financial Group first reported a position in Danaher in Q4 2021 and has held it in 5 quarters since.
  • Steward Financial Group's Danaher position peaked at $25K in Q2 2022.
  • 2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.