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WealthSource Partners’s Danaher DHR Stock Holding History

WealthSource Partners’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
Q4 		$309K Buy
1,334
+70
+6% +$14.9K 0.02% 409
2023
Q3 		$278K Sell
1,264
-6
-0.5% -$1.34K 0.02% 412
2023
Q2 		$270K Hold
1,270
– – 0.02% 427
2023
Q1 		$284K Hold
1,270
– – 0.02% 414
2022
Q4 		$299K Sell
1,270
-167
-12% -$38.7K 0.02% 399
2022
Q3 		$329K Buy
1,437
+60
+4% +$14.7K 0.02% 375
2022
Q2 		$310K Sell
1,377
-71
-5% -$16.4K 0.02% 397
2022
Q1 		$377K Buy
1,448
+71
+5% +$17.8K 0.03% 404
2021
Q4 		$402K Sell
1,377
-7
-0.5% -$1.93K 0.03% 350
2021
Q3 		$374K Buy
1,384
+89
+7% +$24.2K 0.03% 339
2021
Q2 		$308K Sell
1,295
-187
-13% -$41.5K 0.03% 362
2021
Q1 		$296K Buy
1,482
+63
+4% +$12.8K 0.03% 339
2020
Q4 		$279K Sell
1,419
-120
-8% -$24.1K 0.03% 301
2020
Q3 		$294K Sell
1,539
-103
-6% -$18.3K 0.04% 265
2020
Q2 		$257K Sell
1,642
-74
-4% -$10.6K 0.04% 269
2020
Q1 		$211K Sell
1,716
-369
-18% -$49.7K 0.03% 300
2019
Q4 		$284K Sell
2,085
-1
-0% -$126 0.04% 324
2019
Q3 		$267K Buy
2,086
+97
+5% +$12.1K 0.04% 347
2019
Q2 		$252K Sell
1,989
-367
-16% -$43.5K 0.04% 371
2019
Q1 		$276K Buy
+2,356
New +$242K 0.06% 261
2016
Q3 		– Sell
-3,410
Closed -$231K – 270
2016
Q2 		$231K Buy
+3,410
New +$223K 0.09% 216

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthSource Partners's DHR Position: Q4 2023 in Review

WealthSource Partners increased its Danaher (DHR) stake by 5.5% in Q4 2023, buying an estimated $14.9K and bringing the position to 1,334 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #409.

WealthSource Partners first reported a position in DHR in Q2 2016 and has held it in 21 quarters since. The position peaked at $402K in Q4 2021. 2,128 funds tracked by Wall St. Rank hold DHR as of Q4 2023.

  • WealthSource Partners held 1,334 shares of Danaher worth $309K as of Q4 2023.
  • WealthSource Partners bought 70 Danaher shares in Q4 2023, an estimated $14.9K.
  • Danaher made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #409 holding.
  • WealthSource Partners first reported a position in Danaher in Q2 2016 and has held it in 21 quarters since.
  • WealthSource Partners's Danaher position peaked at $402K in Q4 2021.
  • 2,128 funds tracked by Wall St. Rank held Danaher as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.