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Walled Lake Planning & Wealth Management’s Danaher DHR Stock Holding History

Walled Lake Planning & Wealth Management’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
Q1 		– Sell
-566
Closed -$77K – 330
2019
Q4 		$77K Buy
+566
New +$71.5K 0.06% 101

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
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
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

Walled Lake Planning & Wealth Management's DHR Position: Q1 2020 in Review

Walled Lake Planning & Wealth Management sold out of Danaher (DHR) in Q1 2020, closing a stake of 566 shares — an estimated $77K sold.

Walled Lake Planning & Wealth Management first reported a position in DHR in Q4 2019 and held it in 1 quarter. The position peaked at $77K in Q4 2019. 1,502 funds tracked by Wall St. Rank hold DHR as of Q1 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Danaher position as of Q1 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 566 Danaher shares in Q1 2020, an estimated $77K.
  • Walled Lake Planning & Wealth Management first reported a position in Danaher in Q4 2019 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Danaher position peaked at $77K in Q4 2019.
  • 1,502 funds tracked by Wall St. Rank held Danaher as of Q1 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.