Unique Wealth’s Danaher DHR Stock Holding History

Unique 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
2023 Q3	–	Sell	-1,678	Closed	-$357K	–	83
2023 Q2	$357K	Buy	1,678 +38	+2%	+$8.04K	0.16%	53
2023 Q1	$366K	Hold	1,640	–	–	0.18%	36
2022 Q4	$386K	Buy	+1,640	New	+$380K	0.21%	35

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Unique Wealth's DHR Position: Q3 2023 in Review

Unique Wealth sold out of Danaher (DHR) in Q3 2023, closing a stake of 1,678 shares — an estimated $357K sold.

Unique Wealth first reported a position in DHR in Q4 2022 and held it in 3 quarters. The position peaked at $386K in Q4 2022. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

Unique Wealth reported no remaining Danaher position as of Q3 2023 after selling out during the quarter.
Unique Wealth sold 1,678 Danaher shares in Q3 2023, an estimated $357K.
Unique Wealth first reported a position in Danaher in Q4 2022 and held it in 3 quarters.
Unique Wealth's Danaher position peaked at $386K in Q4 2022.
2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on Unique Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.