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TrueWealth LLC’s Danaher DHR Stock Holding History

TrueWealth LLC’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
2020
Q2 		$168K Sell
1,070
-9
-0.8% -$1.29K 0.07% 151
2020
Q1 		$132K Hold
1,079
– – 0.06% 160
2019
Q4 		$147K Hold
1,079
– – 0.06% 167
2019
Q3 		$138K Hold
1,079
– – 0.06% 164
2019
Q2 		$137K Hold
1,079
– – 0.06% 168
2019
Q1 		$126K Sell
1,079
-21
-2% -$2.15K 0.06% 175
2018
Q4 		$101K Hold
1,100
– – 0.05% 185
2018
Q3 		$106K Hold
1,100
– – 0.05% 190
2018
Q2 		$96K Buy
1,100
+102
+10% +$9.09K 0.05% 200
2018
Q1 		$87K Sell
998
-474
-32% -$41.5K 0.04% 207
2017
Q4 		$121K Buy
+1,472
New +$120K 0.06% 189

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
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
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

TrueWealth LLC's DHR Position: Q2 2020 in Review

TrueWealth LLC reduced its Danaher (DHR) stake by 0.83% in Q2 2020, selling an estimated $1.29K and leaving 1,070 shares worth $168K. The position accounts for 0.07% of the portfolio, ranked #151.

TrueWealth LLC first reported a position in DHR in Q4 2017 and has held it in 11 quarters since. 1,581 funds tracked by Wall St. Rank hold DHR as of Q2 2020.

  • TrueWealth LLC held 1,070 shares of Danaher worth $168K as of Q2 2020.
  • TrueWealth LLC sold 9 Danaher shares in Q2 2020, an estimated $1.29K.
  • Danaher made up 0.07% of TrueWealth LLC's portfolio in Q2 2020, its #151 holding.
  • TrueWealth LLC first reported a position in Danaher in Q4 2017 and has held it in 11 quarters since.
  • 1,581 funds tracked by Wall St. Rank held Danaher as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.