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SWM Advisors’s Danaher DHR Stock Holding History

SWM 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
2022
Q3 		$220K Hold
959
– – 0.21% 20
2022
Q2 		$215K Hold
959
– – 0.2% 21
2022
Q1 		$249K Hold
959
– – 0.2% 25
2021
Q4 		$248K Buy
+959
New +$264K 0.22% 26

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

SWM Advisors's DHR Position: Q3 2022 in Review

SWM Advisors held its Danaher (DHR) position steady in Q3 2022 at 959 shares worth $220K. The position accounts for 0.21% of the portfolio, ranked #20.

SWM Advisors first reported a position in DHR in Q4 2021 and has held it in 4 quarters since. The position peaked at $249K in Q1 2022. 2,028 funds tracked by Wall St. Rank hold DHR as of Q3 2022.

  • SWM Advisors held 959 shares of Danaher worth $220K as of Q3 2022.
  • SWM Advisors left its Danaher share count unchanged in Q3 2022.
  • Danaher made up 0.21% of SWM Advisors's portfolio in Q3 2022, its #20 holding.
  • SWM Advisors first reported a position in Danaher in Q4 2021 and has held it in 4 quarters since.
  • SWM Advisors's Danaher position peaked at $249K in Q1 2022.
  • 2,028 funds tracked by Wall St. Rank held Danaher as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.