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TFO Wealth Partners’s Danaher DHR Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-12
Closed -$3K – 245
2024
Q1 		$3K Hold
12
– – ﹤0.01% 113
2023
Q4 		$2.78K Sell
12
-95
-89% -$20.2K ﹤0.01% 122
2023
Q3 		$22.8K Hold
107
– – ﹤0.01% 140
2023
Q2 		$22.8K Buy
107
+93
+664% +$19.7K ﹤0.01% 131
2023
Q1 		$3.02K Buy
+14
New +$3.19K ﹤0.01% 139
2022
Q3 		– Sell
-39
Closed -$9K – 226
2022
Q2 		$9K Buy
+39
New +$8.98K ﹤0.01% 137
2020
Q4 		– Sell
-29
Closed -$6K – 98
2020
Q3 		$6K Buy
+29
New +$5.16K ﹤0.01% 90

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFO Wealth Partners's DHR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Danaher (DHR) in Q2 2024, closing a stake of 12 shares — an estimated $3K sold.

TFO Wealth Partners first reported a position in DHR in Q3 2020 and held it in 7 quarters. The position peaked at $22.8K in Q3 2023. 2,174 funds tracked by Wall St. Rank hold DHR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Danaher position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 12 Danaher shares in Q2 2024, an estimated $3K.
  • TFO Wealth Partners first reported a position in Danaher in Q3 2020 and held it in 7 quarters.
  • TFO Wealth Partners's Danaher position peaked at $22.8K in Q3 2023.
  • 2,174 funds tracked by Wall St. Rank held Danaher as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.