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Transform Wealth’s Danaher DHR Stock Holding History

Transform Wealth’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
2021
Q1 		– Sell
-9,518
Closed -$1.87M – 199
2020
Q4 		$1.87M Sell
9,518
-4,021
-30% -$806K 0.39% 76
2020
Q3 		$2.58M Sell
13,539
-1,763
-12% -$314K 0.42% 73
2020
Q2 		$2.4M Sell
15,302
-1,016
-6% -$146K 0.41% 70
2020
Q1 		$2M Sell
16,318
-1,071
-6% -$144K 0.43% 83
2019
Q4 		$2.37M Sell
17,389
-958
-5% -$121K 0.38% 84
2019
Q3 		$2.35M Sell
18,347
-1,788
-9% -$224K 0.42% 83
2019
Q2 		$2.55M Sell
20,135
-27,467
-58% -$3.25M 0.38% 86
2019
Q1 		$5.57M Sell
47,602
-3,384
-7% -$347K 1.04% 31
2018
Q4 		$4.66M Sell
50,986
-1,015
-2% -$92.2K 0.96% 37
2018
Q3 		$5.01M Buy
52,001
+2,820
+6% +$257K 0.87% 44
2018
Q2 		$4.3M Buy
49,181
+4,174
+9% +$372K 0.78% 49
2018
Q1 		$3.91M Buy
45,007
+8,911
+25% +$780K 0.74% 45
2017
Q4 		$2.97M Buy
+36,096
New +$2.94M 0.55% 62

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Transform Wealth's DHR Position: Q1 2021 in Review

Transform Wealth sold out of Danaher (DHR) in Q1 2021, closing a stake of 9,518 shares — an estimated $1.87M sold.

Transform Wealth first reported a position in DHR in Q4 2017 and held it in 13 quarters. The position peaked at $5.57M in Q1 2019. 1,773 funds tracked by Wall St. Rank hold DHR as of Q1 2021.

  • Transform Wealth reported no remaining Danaher position as of Q1 2021 after selling out during the quarter.
  • Transform Wealth sold 9,518 Danaher shares in Q1 2021, an estimated $1.87M.
  • Transform Wealth first reported a position in Danaher in Q4 2017 and held it in 13 quarters.
  • Transform Wealth's Danaher position peaked at $5.57M in Q1 2019.
  • 1,773 funds tracked by Wall St. Rank held Danaher as of Q1 2021.

Based on Transform Wealth's 13F filing for Q1 2021, filed 22 Apr 2021.