TRUE Private Wealth Advisors’s Danaher DHR Stock Holding History

TRUE Private Wealth 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
2022 Q1	–	Sell	-849	Closed	-$247K	–	244
2021 Q4	$247K	Buy	+849	New	+$234K	0.04%	225
2021 Q1	–	Sell	-689	Closed	-$136K	–	349
2020 Q4	$136K	Sell	689 -57	-8%	-$11.4K	0.02%	236
2020 Q3	$142K	Hold	746	–	–	0.02%	211
2020 Q2	$117K	Hold	746	–	–	0.02%	224
2020 Q1	$91K	Sell	746 -1,327	-64%	-$179K	0.02%	217
2019 Q4	$282K	Buy	+2,073	New	+$262K	0.04%	181
2019 Q3	–	Sell	-749	Closed	-$95K	–	344
2019 Q2	$95K	Buy	+749	New	+$88.7K	0.02%	269
2019 Q1	–	Sell	-6,841	Closed	-$626K	–	217
2018 Q4	$626K	Buy	6,841 +221	+3%	+$20.1K	0.11%	121
2018 Q3	$639K	Buy	6,620 +199	+3%	+$18.1K	0.09%	146
2018 Q2	$562K	Buy	6,421 +302	+5%	+$26.9K	0.09%	144
2018 Q1	$532K	Buy	6,119 +241	+4%	+$21.1K	0.09%	126
2017 Q4	$484K	Buy	+5,878	New	+$478K	0.08%	133

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRUE Private Wealth Advisors's DHR Position: Q1 2022 in Review

TRUE Private Wealth Advisors sold out of Danaher (DHR) in Q1 2022, closing a stake of 849 shares — an estimated $247K sold.

TRUE Private Wealth Advisors first reported a position in DHR in Q4 2017 and held it in 12 quarters. The position peaked at $639K in Q3 2018. 2,040 funds tracked by Wall St. Rank hold DHR as of Q1 2022.

TRUE Private Wealth Advisors reported no remaining Danaher position as of Q1 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 849 Danaher shares in Q1 2022, an estimated $247K.
TRUE Private Wealth Advisors first reported a position in Danaher in Q4 2017 and held it in 12 quarters.
TRUE Private Wealth Advisors's Danaher position peaked at $639K in Q3 2018.
2,040 funds tracked by Wall St. Rank held Danaher as of Q1 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.