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Wealthspire Advisors (Maryland)’s Danaher DHR Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$1.95M Sell
10,234
-12,259
-55% -$2.18M 0.07% 132
2020
Q2 		$3.53M Sell
22,493
-109
-0.5% -$15.6K 0.25% 62
2020
Q1 		$2.77M Buy
22,602
+326
+1% +$43.9K 0.24% 64
2019
Q4 		$3.03M Sell
22,276
-850
-4% -$107K 0.2% 76
2019
Q3 		$2.96M Buy
23,126
+118
+0.5% +$14.8K 0.22% 73
2019
Q2 		$2.92M Sell
23,008
-2,381
-9% -$282K 0.22% 72
2019
Q1 		$2.97M Sell
25,389
-1,453
-5% -$149K 0.22% 70
2018
Q4 		$2.45M Sell
26,842
-45
-0.2% -$4.09K 0.22% 68
2018
Q3 		$2.59M Buy
26,887
+1,842
+7% +$168K 0.21% 67
2018
Q2 		$2.19M Sell
25,045
-1,527
-6% -$136K 0.2% 70
2018
Q1 		$2.31M Buy
26,572
+8
+0% +$700 0.22% 70
2017
Q4 		$2.19M Buy
26,564
+1,711
+7% +$139K 0.21% 74
2017
Q3 		$1.89M Sell
24,853
-658
-3% -$48.7K 0.21% 78
2017
Q2 		$1.91M Buy
25,511
+5,267
+26% +$394K 0.23% 73
2017
Q1 		$1.53M Buy
20,244
+4,759
+31% +$354K 0.22% 68
2016
Q4 		$1.07M Sell
15,485
-416
-3% -$28.9K 0.16% 98
2016
Q3 		$1.1M Sell
15,901
-4,034
-20% -$286K 0.17% 94
2016
Q2 		$1.35M Sell
19,935
-169
-0.8% -$11.1K 0.23% 71
2016
Q1 		$1.28M Buy
20,104
+1,051
+6% +$62.7K 0.23% 71
2015
Q4 		$1.19M Buy
+19,053
New +$1.19M 0.22% 76

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Wealthspire Advisors (Maryland)'s DHR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Danaher (DHR) stake by 55% in Q3 2020, selling an estimated $2.18M and leaving 10,234 shares worth $1.95M. The position accounts for 0.07% of the portfolio, ranked #132.

Wealthspire Advisors (Maryland) first reported a position in DHR in Q4 2015 and has held it in 20 quarters since. The position peaked at $3.53M in Q2 2020. 1,631 funds tracked by Wall St. Rank hold DHR as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,234 shares of Danaher worth $1.95M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 12,259 Danaher shares in Q3 2020, an estimated $2.18M.
  • Danaher made up 0.07% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #132 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Danaher in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Danaher position peaked at $3.53M in Q2 2020.
  • 1,631 funds tracked by Wall St. Rank held Danaher as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.