WNY Asset Management’s Danaher DHR Stock Holding History

WNY Asset 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
2023 Q4	–	Sell	-935	Closed	-$206K	–	218
2023 Q3	$206K	Sell	935 -44	-4%	-$9.81K	0.04%	197
2023 Q2	$208K	Hold	979	–	–	0.04%	184
2023 Q1	$219K	Sell	979 -142	-13%	-$32.3K	0.05%	176
2022 Q4	$264K	Buy	1,121 +21	+2%	+$4.87K	0.07%	161
2022 Q3	$252K	Buy	1,100 +208	+23%	+$50.9K	0.09%	141
2022 Q2	$201K	Sell	892 -8	-0.9%	-$1.84K	0.07%	154
2022 Q1	$234K	Sell	900 -85	-9%	-$21.3K	0.07%	147
2021 Q4	$287K	Sell	985 -23	-2%	-$6.33K	0.09%	128
2021 Q3	$272K	Hold	1,008	–	–	0.09%	126
2021 Q2	$241K	Sell	1,008 -284	-22%	-$63K	0.09%	131
2021 Q1	$259K	Sell	1,292 -10	-0.8%	-$2.03K	0.1%	109
2020 Q4	$255K	Buy	+1,302	New	+$261K	0.13%	76

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WNY Asset Management's DHR Position: Q4 2023 in Review

WNY Asset Management sold out of Danaher (DHR) in Q4 2023, closing a stake of 935 shares — an estimated $206K sold.

WNY Asset Management first reported a position in DHR in Q4 2020 and held it in 12 quarters. The position peaked at $287K in Q4 2021. 2,127 funds tracked by Wall St. Rank hold DHR as of Q4 2023.

WNY Asset Management reported no remaining Danaher position as of Q4 2023 after selling out during the quarter.
WNY Asset Management sold 935 Danaher shares in Q4 2023, an estimated $206K.
WNY Asset Management first reported a position in Danaher in Q4 2020 and held it in 12 quarters.
WNY Asset Management's Danaher position peaked at $287K in Q4 2021.
2,127 funds tracked by Wall St. Rank held Danaher as of Q4 2023.

Based on WNY Asset Management's 13F filing for Q4 2023, filed 21 Feb 2024.