SVA Wealth Management’s Danaher DHR Stock Holding History

SVA 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
2020 Q4	$7.27M	Sell	36,910 -1,247	-3%	-$250K	0.63%	30
2020 Q3	$7.28M	Buy	38,157 +98	+0.3%	+$17.4K	0.72%	27
2020 Q2	$5.97M	Sell	38,059 -28	-0.1%	-$4.02K	0.64%	36
2020 Q1	$4.67M	Buy	38,087 +1,442	+4%	+$194K	0.54%	40
2019 Q4	$4.99M	Sell	36,645 -211	-0.6%	-$26.7K	0.46%	47
2019 Q3	$4.72M	Sell	36,856 -72	-0.2%	-$9.02K	0.46%	48
2019 Q2	$4.68M	Sell	36,928 -11,240	-23%	-$1.33M	0.46%	50
2019 Q1	$5.64M	Buy	48,168 +9,865	+26%	+$1.01M	0.54%	44
2018 Q4	$3.5M	Buy	+38,303	New	+$3.48M	0.39%	61

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SVA Wealth Management's DHR Position: Q4 2020 in Review

SVA Wealth Management reduced its Danaher (DHR) stake by 3.3% in Q4 2020, selling an estimated $250K and leaving 36,910 shares worth $7.27M. The position accounts for 0.63% of the portfolio, ranked #30.

SVA Wealth Management first reported a position in DHR in Q4 2018 and has held it in 9 quarters since. The position peaked at $7.28M in Q3 2020. 1,789 funds tracked by Wall St. Rank hold DHR as of Q4 2020.

SVA Wealth Management held 36,910 shares of Danaher worth $7.27M as of Q4 2020.
SVA Wealth Management sold 1,247 Danaher shares in Q4 2020, an estimated $250K.
Danaher made up 0.63% of SVA Wealth Management's portfolio in Q4 2020, its #30 holding.
SVA Wealth Management first reported a position in Danaher in Q4 2018 and has held it in 9 quarters since.
SVA Wealth Management's Danaher position peaked at $7.28M in Q3 2020.
1,789 funds tracked by Wall St. Rank held Danaher as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.