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TrinityPoint Wealth’s Danaher DHR Stock Holding History

TrinityPoint 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
2024
Q4 		$339K Sell
1,478
-5
-0.3% -$1.23K 0.05% 254
2024
Q3 		$412K Sell
1,483
-3
-0.2% -$794 0.06% 237
2024
Q2 		$371K Buy
1,486
+3
+0.2% +$758 0.06% 234
2024
Q1 		$370K Buy
1,483
+14
+1% +$3.42K 0.06% 224
2023
Q4 		$340K Sell
1,469
-5
-0.3% -$1.06K 0.06% 230
2023
Q3 		$324K Sell
1,474
-5
-0.3% -$1.11K 0.06% 220
2023
Q2 		$315K Sell
1,479
-77
-5% -$16.3K 0.06% 219
2023
Q1 		$348K Buy
1,556
+8
+0.5% +$1.82K 0.07% 205
2022
Q4 		$364K Sell
1,548
-8
-0.5% -$1.85K 0.08% 197
2022
Q3 		$356K Buy
1,556
+127
+9% +$31.1K 0.08% 186
2022
Q2 		$321K Sell
1,429
-5
-0.3% -$1.15K 0.07% 205
2022
Q1 		$373K Sell
1,434
-451
-24% -$113K 0.07% 214
2021
Q4 		$550K Sell
1,885
-8
-0.4% -$2.2K 0.1% 176
2021
Q3 		$511K Sell
1,893
-19
-1% -$5.17K 0.1% 176
2021
Q2 		$455K Hold
1,912
– – 0.09% 179
2021
Q1 		$382K Hold
1,912
– – 0.09% 180
2020
Q4 		$397K Buy
1,912
+2
+0.1% +$401 0.1% 169
2020
Q3 		$365K Hold
1,910
– – 0.1% 166
2020
Q2 		$299K Sell
1,910
-72
-4% -$10.3K 0.09% 167
2020
Q1 		$243K Sell
1,982
-1,258
-39% -$170K 0.1% 169
2019
Q4 		$441K Hold
3,240
– – 0.15% 133
2019
Q3 		$388K Buy
3,240
+73
+2% +$9.14K 0.14% 136
2019
Q2 		$401K Sell
3,167
-15
-0.5% -$1.78K 0.19% 109
2019
Q1 		$372K Hold
3,182
– – 0.18% 109
2018
Q4 		$291K Buy
+3,182
New +$289K 0.18% 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
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
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

TrinityPoint Wealth's DHR Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Danaher (DHR) stake by 0.34% in Q4 2024, selling an estimated $1.23K and leaving 1,478 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #254.

TrinityPoint Wealth first reported a position in DHR in Q4 2018 and has held it in 25 quarters since. The position peaked at $550K in Q4 2021. 2,312 funds tracked by Wall St. Rank hold DHR as of Q4 2024.

  • TrinityPoint Wealth held 1,478 shares of Danaher worth $339K as of Q4 2024.
  • TrinityPoint Wealth sold 5 Danaher shares in Q4 2024, an estimated $1.23K.
  • Danaher made up 0.05% of TrinityPoint Wealth's portfolio in Q4 2024, its #254 holding.
  • TrinityPoint Wealth first reported a position in Danaher in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's Danaher position peaked at $550K in Q4 2021.
  • 2,312 funds tracked by Wall St. Rank held Danaher as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.