SWA
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Sutton Wealth Advisors’s Danaher DHR Stock Holding History

Sutton Wealth Advisors’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 		$86.1K Buy
391
+40
+11% +$8.92K 0.04% 181
2023
Q2 		$74.6K Buy
351
+58
+20% +$12.3K 0.04% 195
2023
Q1 		$65.5K Sell
293
-2,904
-91% -$661K 0.04% 185
2022
Q4 		$752K Buy
3,197
+53
+2% +$12.3K 0.29% 61
2022
Q3 		$720K Buy
3,144
+16
+0.5% +$3.92K 0.29% 62
2022
Q2 		$703K Sell
3,128
-13
-0.4% -$2.99K 0.28% 63
2022
Q1 		$817K Buy
3,141
+13
+0.4% +$3.25K 0.28% 62
2021
Q4 		$912K Buy
3,128
+8
+0.3% +$2.2K 0.3% 55
2021
Q3 		$842K Buy
3,120
+4
+0.1% +$1.09K 0.31% 55
2021
Q2 		$741K Hold
3,116
– – 0.27% 65
2021
Q1 		$622K Hold
3,116
– – 0.24% 70
2020
Q4 		$614K Buy
3,116
+15
+0.5% +$3.01K 0.26% 68
2020
Q3 		$592K Buy
3,101
+5
+0.2% +$889 0.29% 63
2020
Q2 		$485K Buy
3,096
+9
+0.3% +$1.29K 0.25% 67
2020
Q1 		$379K Buy
3,087
+9
+0.3% +$1.21K 0.24% 72
2019
Q4 		$419K Sell
3,078
-78
-2% -$9.86K 0.21% 80
2019
Q3 		$404K Hold
3,156
– – 0.23% 80
2019
Q2 		$400K Buy
3,156
+24
+0.8% +$2.84K 0.23% 77
2019
Q1 		$367K Buy
3,132
+16
+0.5% +$1.64K 0.21% 86
2018
Q4 		$285K Hold
3,116
– – 0.18% 96
2018
Q3 		$300K Hold
3,116
– – 0.2% 91
2018
Q2 		$273K Hold
3,116
– – 0.19% 91
2018
Q1 		$270K Hold
3,116
– – 0.19% 88
2017
Q4 		$256K Hold
3,116
– – 0.19% 96
2017
Q3 		$237K Sell
3,116
-45
-1% -$3.33K 0.18% 98
2017
Q2 		$236K Buy
3,161
+30
+1% +$2.25K 0.19% 94
2017
Q1 		$237K Hold
3,131
– – 0.2% 83
2016
Q4 		$216K Buy
3,131
+45
+1% +$3.13K 0.19% 90
2016
Q3 		$214K Sell
3,086
-985
-24% -$69.8K 0.2% 86
2016
Q2 		$276K Hold
4,071
– – 0.26% 71
2016
Q1 		$260K Buy
+4,071
New +$243K 0.25% 71

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

Sutton Wealth Advisors's DHR Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Danaher (DHR) stake by 11% in Q3 2023, buying an estimated $8.92K and bringing the position to 391 shares worth $86.1K. The position accounts for 0.04% of the portfolio, ranked #181.

Sutton Wealth Advisors first reported a position in DHR in Q1 2016 and has held it in 31 quarters since. The position peaked at $912K in Q4 2021. 2,088 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

  • Sutton Wealth Advisors held 391 shares of Danaher worth $86.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 40 Danaher shares in Q3 2023, an estimated $8.92K.
  • Danaher made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #181 holding.
  • Sutton Wealth Advisors first reported a position in Danaher in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Danaher position peaked at $912K in Q4 2021.
  • 2,088 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.