Sugarloaf Wealth Management’s Danaher DHR Stock Holding History

Sugarloaf Wealth Management’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 Q4	$186K	Hold	810	–	–	0.04%	170
2024 Q3	$225K	Hold	810	–	–	0.04%	148
2024 Q2	$202K	Hold	810	–	–	0.04%	146
2024 Q1	$202K	Hold	810	–	–	0.04%	146
2023 Q4	$187K	Sell	810 -216	-21%	-$46K	0.05%	145
2023 Q3	$226K	Hold	1,026	–	–	0.06%	112
2023 Q2	$218K	Hold	1,026	–	–	0.05%	125
2023 Q1	$229K	Sell	1,026 -46	-4%	-$10.5K	0.06%	121
2022 Q4	$252K	Hold	1,072	–	–	0.06%	113
2022 Q3	$246K	Hold	1,072	–	–	0.06%	108
2022 Q2	$241K	Sell	1,072 -112	-9%	-$25.8K	0.06%	105
2022 Q1	$308K	Hold	1,184	–	–	0.07%	93
2021 Q4	$345K	Hold	1,184	–	–	0.08%	92
2021 Q3	$320K	Hold	1,184	–	–	0.08%	95
2021 Q2	$282K	Hold	1,184	–	–	0.08%	100
2021 Q1	$236	Hold	1,184	–	–	0.07%	109
2020 Q4	$233K	Hold	1,184	–	–	0.08%	106
2020 Q3	$226K	Hold	1,184	–	–	0.08%	102
2020 Q2	$186K	Hold	1,184	–	–	0.07%	112
2020 Q1	$145K	Hold	1,184	–	–	0.06%	123
2019 Q4	$161K	Buy	+1,184	New	+$150K	0.07%	132

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's DHR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Danaher (DHR) position steady in Q4 2024 at 810 shares worth $186K. The position accounts for 0.04% of the portfolio, ranked #170.

Sugarloaf Wealth Management first reported a position in DHR in Q4 2019 and has held it in 21 quarters since. The position peaked at $345K in Q4 2021. 2,312 funds tracked by Wall St. Rank hold DHR as of Q4 2024.

Sugarloaf Wealth Management held 810 shares of Danaher worth $186K as of Q4 2024.
Sugarloaf Wealth Management left its Danaher share count unchanged in Q4 2024.
Danaher made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #170 holding.
Sugarloaf Wealth Management first reported a position in Danaher in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Danaher position peaked at $345K in Q4 2021.
2,312 funds tracked by Wall St. Rank held Danaher as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.