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Trellis Advisors’s Danaher DHR Stock Holding History

Trellis 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
Q1 		– Sell
-863
Closed -$203K – 90
2022
Q4 		$203K Sell
863
-16
-2% -$3.71K 0.11% 81
2022
Q3 		$201K Buy
+879
New +$215K 0.11% 73
2022
Q2 		– Sell
-808
Closed -$210K – 79
2022
Q1 		$210K Sell
808
-6
-0.7% -$1.5K 0.11% 76
2021
Q4 		$238K Hold
814
– – 0.11% 76
2021
Q3 		$219K Buy
+814
New +$222K 0.11% 76

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trellis Advisors's DHR Position: Q1 2023 in Review

Trellis Advisors sold out of Danaher (DHR) in Q1 2023, closing a stake of 863 shares — an estimated $203K sold.

Trellis Advisors first reported a position in DHR in Q3 2021 and held it in 5 quarters. The position peaked at $238K in Q4 2021. 2,076 funds tracked by Wall St. Rank hold DHR as of Q1 2023.

  • Trellis Advisors reported no remaining Danaher position as of Q1 2023 after selling out during the quarter.
  • Trellis Advisors sold 863 Danaher shares in Q1 2023, an estimated $203K.
  • Trellis Advisors first reported a position in Danaher in Q3 2021 and held it in 5 quarters.
  • Trellis Advisors's Danaher position peaked at $238K in Q4 2021.
  • 2,076 funds tracked by Wall St. Rank held Danaher as of Q1 2023.

Based on Trellis Advisors's 13F filing for Q1 2023, filed 12 May 2023.