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Steward Partners Investment Solutions’s Danaher DHR Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		$405K Sell
1,620
-75
-4% -$18.3K 0.07% 178
2023
Q4 		$392K Buy
+1,695
New +$361K 0.16% 104

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 Partners Investment Solutions's DHR Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Danaher (DHR) stake by 4.4% in Q1 2024, selling an estimated $18.3K and leaving 1,620 shares worth $405K. The position accounts for 0.07% of the portfolio, ranked #178.

Steward Partners Investment Solutions first reported a position in DHR in Q4 2023 and has held it in 2 quarters since. 2,196 funds tracked by Wall St. Rank hold DHR as of Q1 2024.

  • Steward Partners Investment Solutions held 1,620 shares of Danaher worth $405K as of Q1 2024.
  • Steward Partners Investment Solutions sold 75 Danaher shares in Q1 2024, an estimated $18.3K.
  • Danaher made up 0.07% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #178 holding.
  • Steward Partners Investment Solutions first reported a position in Danaher in Q4 2023 and has held it in 2 quarters since.
  • 2,196 funds tracked by Wall St. Rank held Danaher as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.