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Thomas J. Herzfeld Advisors’s Danaher DHR Stock Holding History

Thomas J. Herzfeld 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
Q4 		– Sell
-24
Closed -$4.62K – 208
2023
Q3 		$4.62K Hold
24
– – ﹤0.01% 261
2023
Q2 		$5.06K Buy
24
+8
+50% +$1.69K ﹤0.01% 248
2023
Q1 		$3.53K Hold
16
– – ﹤0.01% 271
2022
Q4 		$3.72K Buy
+16
New +$3.71K ﹤0.01% 262

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

Thomas J. Herzfeld Advisors's DHR Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Danaher (DHR) in Q4 2023, closing a stake of 24 shares — an estimated $4.62K sold.

Thomas J. Herzfeld Advisors first reported a position in DHR in Q4 2022 and held it in 4 quarters. The position peaked at $5.06K in Q2 2023. 2,127 funds tracked by Wall St. Rank hold DHR as of Q4 2023.

  • Thomas J. Herzfeld Advisors reported no remaining Danaher position as of Q4 2023 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 24 Danaher shares in Q4 2023, an estimated $4.62K.
  • Thomas J. Herzfeld Advisors first reported a position in Danaher in Q4 2022 and held it in 4 quarters.
  • Thomas J. Herzfeld Advisors's Danaher position peaked at $5.06K in Q2 2023.
  • 2,127 funds tracked by Wall St. Rank held Danaher as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.