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SYSTM Wealth Solutions’s Danaher DHR Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-12,604
Closed -$3.15M – 239
2024
Q2 		$3.15M Sell
12,604
-1,144
-8% -$289K 0.7% 46
2024
Q1 		$3.43M Buy
13,748
+1,899
+16% +$463K 0.43% 59
2023
Q4 		$2.74M Buy
11,849
+684
+6% +$146K 0.38% 71
2023
Q3 		$2.46M Buy
11,165
+496
+5% +$111K 0.38% 63
2023
Q2 		$2.27M Buy
10,669
+2,693
+34% +$570K 0.31% 85
2023
Q1 		$1.78M Buy
7,976
+125
+2% +$28.4K 0.27% 92
2022
Q4 		$1.85M Buy
+7,851
New +$1.82M 0.23% 124

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SYSTM Wealth Solutions's DHR Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Danaher (DHR) in Q3 2024, closing a stake of 12,604 shares — an estimated $3.15M sold.

SYSTM Wealth Solutions first reported a position in DHR in Q4 2022 and held it in 7 quarters. The position peaked at $3.43M in Q1 2024. 2,271 funds tracked by Wall St. Rank hold DHR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Danaher position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 12,604 Danaher shares in Q3 2024, an estimated $3.15M.
  • SYSTM Wealth Solutions first reported a position in Danaher in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Danaher position peaked at $3.43M in Q1 2024.
  • 2,271 funds tracked by Wall St. Rank held Danaher as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.