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Stonebridge Financial Planning Group’s Danaher DHR Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-28
Closed -$7K – 168
2021
Q4 		$7K Hold
28
– – ﹤0.01% 352
2021
Q3 		$8K Hold
28
– – ﹤0.01% 356
2021
Q2 		$7K Hold
28
– – ﹤0.01% 368
2021
Q1 		$6K Hold
28
– – ﹤0.01% 377
2020
Q4 		$6K Hold
28
– – ﹤0.01% 350
2020
Q3 		$6K Buy
+28
New +$4.98K ﹤0.01% 340

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stonebridge Financial Planning Group's DHR Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Danaher (DHR) in Q1 2022, closing a stake of 28 shares — an estimated $7K sold.

Stonebridge Financial Planning Group first reported a position in DHR in Q3 2020 and held it in 6 quarters. The position peaked at $8K in Q3 2021. 2,040 funds tracked by Wall St. Rank hold DHR as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Danaher position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 28 Danaher shares in Q1 2022, an estimated $7K.
  • Stonebridge Financial Planning Group first reported a position in Danaher in Q3 2020 and held it in 6 quarters.
  • Stonebridge Financial Planning Group's Danaher position peaked at $8K in Q3 2021.
  • 2,040 funds tracked by Wall St. Rank held Danaher as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.