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Windsor Financial Group’s Danaher DHR Stock Holding History

Windsor Financial Group’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
2017
Q2 		$4.85M Sell
64,805
-21
-0% -$1.57K 2.26% 21
2017
Q1 		$4.92M Sell
64,826
-790
-1% -$58.8K 2.25% 18
2016
Q4 		$4.53M Buy
+65,616
New +$4.56M 2.14% 21

Other funds holding DHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Windsor Financial Group's DHR Position: Q2 2017 in Review

Windsor Financial Group reduced its Danaher (DHR) stake by 0.03% in Q2 2017, selling an estimated $1.57K and leaving 64,805 shares worth $4.85M. The position accounts for 2.26% of the portfolio, ranked #21.

Windsor Financial Group first reported a position in DHR in Q4 2016 and has held it in 3 quarters since. The position peaked at $4.92M in Q1 2017. 1,128 funds tracked by Wall St. Rank hold DHR as of Q2 2017.

  • Windsor Financial Group held 64,805 shares of Danaher worth $4.85M as of Q2 2017.
  • Windsor Financial Group sold 21 Danaher shares in Q2 2017, an estimated $1.57K.
  • Danaher made up 2.26% of Windsor Financial Group's portfolio in Q2 2017, its #21 holding.
  • Windsor Financial Group first reported a position in Danaher in Q4 2016 and has held it in 3 quarters since.
  • Windsor Financial Group's Danaher position peaked at $4.92M in Q1 2017.
  • 1,128 funds tracked by Wall St. Rank held Danaher as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.