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Western Financial Corp’s Danaher DHR Stock Holding History

Western Financial Corp’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
-3,313
Closed -$705K – 109
2023
Q2 		$705K Sell
3,313
-62
-2% -$13.1K 0.48% 61
2023
Q1 		$754K Sell
3,375
-2,698
-44% -$614K 0.54% 48
2022
Q4 		$1.43M Buy
6,073
+109
+2% +$25.3K 0.93% 13
2022
Q3 		$1.37M Buy
5,964
+350
+6% +$85.7K 0.96% 13
2022
Q2 		$1.26M Sell
5,614
-642
-10% -$148K 0.9% 20
2022
Q1 		$1.63M Buy
6,256
+530
+9% +$133K 0.94% 19
2021
Q4 		$1.67M Buy
5,726
+907
+19% +$250K 0.88% 17
2021
Q3 		$1.3M Sell
4,819
-563
-10% -$153K 0.77% 21
2021
Q2 		$1.28M Buy
5,382
+551
+11% +$122K 0.69% 20
2021
Q1 		$964K Buy
+4,831
New +$981K 0.59% 28

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Western Financial Corp's DHR Position: Q3 2023 in Review

Western Financial Corp sold out of Danaher (DHR) in Q3 2023, closing a stake of 3,313 shares — an estimated $705K sold.

Western Financial Corp first reported a position in DHR in Q1 2021 and held it in 10 quarters. The position peaked at $1.67M in Q4 2021. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

  • Western Financial Corp reported no remaining Danaher position as of Q3 2023 after selling out during the quarter.
  • Western Financial Corp sold 3,313 Danaher shares in Q3 2023, an estimated $705K.
  • Western Financial Corp first reported a position in Danaher in Q1 2021 and held it in 10 quarters.
  • Western Financial Corp's Danaher position peaked at $1.67M in Q4 2021.
  • 2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on Western Financial Corp's 13F filing for Q3 2023, filed 19 Oct 2023.