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Valley Wealth Managers’s Danaher DHR Stock Holding History

Valley Wealth Managers’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
Q3 		– Sell
-1,154
Closed -$288K – 413
2024
Q2 		$288K Sell
1,154
-113
-9% -$28.5K 0.02% 178
2024
Q1 		$316K Buy
1,267
+279
+28% +$68.1K 0.02% 175
2023
Q4 		$229K Sell
988
-113
-10% -$24K 0.02% 179
2023
Q3 		$242K Buy
1,101
+55
+5% +$12.3K 0.02% 178
2023
Q2 		$222K Buy
1,046
+12
+1% +$2.54K 0.02% 157
2023
Q1 		$231K Sell
1,034
-33
-3% -$7.51K 0.02% 158
2022
Q4 		$251K Sell
1,067
-88
-8% -$20.4K 0.02% 148
2022
Q3 		$265K Sell
1,155
-82
-7% -$20.1K 0.03% 147
2022
Q2 		$278K Sell
1,237
-373
-23% -$85.9K 0.03% 155
2022
Q1 		$419K Buy
+1,610
New +$403K 0.04% 135
2020
Q2 		– Sell
-2,673
Closed -$328K – 164
2020
Q1 		$328K Sell
2,673
-162
-6% -$21.8K 0.04% 134
2019
Q4 		$386K Sell
2,835
-436
-13% -$55.1K 0.04% 148
2019
Q3 		$419K Sell
3,271
-485
-13% -$60.7K 0.04% 147
2019
Q2 		$476K Sell
3,756
-5,614
-60% -$665K 0.05% 148
2019
Q1 		$1.1M Buy
9,370
+6,805
+265% +$698K 0.12% 102
2018
Q4 		$234K Buy
+2,565
New +$233K 0.03% 154

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
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
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

Valley Wealth Managers's DHR Position: Q3 2024 in Review

Valley Wealth Managers sold out of Danaher (DHR) in Q3 2024, closing a stake of 1,154 shares — an estimated $288K sold.

Valley Wealth Managers first reported a position in DHR in Q4 2018 and held it in 16 quarters. The position peaked at $1.1M in Q1 2019. 2,271 funds tracked by Wall St. Rank hold DHR as of Q3 2024.

  • Valley Wealth Managers reported no remaining Danaher position as of Q3 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 1,154 Danaher shares in Q3 2024, an estimated $288K.
  • Valley Wealth Managers first reported a position in Danaher in Q4 2018 and held it in 16 quarters.
  • Valley Wealth Managers's Danaher position peaked at $1.1M in Q1 2019.
  • 2,271 funds tracked by Wall St. Rank held Danaher as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.