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Surevest’s Danaher DHR Stock Holding History

Surevest’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
Q3 		$85K Sell
370
-197
-35% -$48.2K 0.02% 168
2022
Q2 		$128K Buy
567
+513
+950% +$118K 0.03% 155
2022
Q1 		$14K Buy
+54
New +$13.5K ﹤0.01% 260

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Surevest's DHR Position: Q3 2022 in Review

Surevest reduced its Danaher (DHR) stake by 35% in Q3 2022, selling an estimated $48.2K and leaving 370 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #168.

Surevest first reported a position in DHR in Q1 2022 and has held it in 3 quarters since. The position peaked at $128K in Q2 2022. 2,028 funds tracked by Wall St. Rank hold DHR as of Q3 2022.

  • Surevest held 370 shares of Danaher worth $85K as of Q3 2022.
  • Surevest sold 197 Danaher shares in Q3 2022, an estimated $48.2K.
  • Danaher made up 0.02% of Surevest's portfolio in Q3 2022, its #168 holding.
  • Surevest first reported a position in Danaher in Q1 2022 and has held it in 3 quarters since.
  • Surevest's Danaher position peaked at $128K in Q2 2022.
  • 2,028 funds tracked by Wall St. Rank held Danaher as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.