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Worth Asset Management’s Danaher DHR Stock Holding History

Worth 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
Q3 		– Sell
-42
Closed -$8.88K – 167
2023
Q2 		$8.88K Hold
42
– – 0.01% 318
2023
Q1 		$9.32K Hold
42
– – 0.01% 329
2022
Q4 		$9.82K Hold
42
– – 0.01% 308
2022
Q3 		$10K Hold
42
– – 0.01% 268
2022
Q2 		$9K Buy
+42
New +$9.67K 0.01% 355

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

Worth Asset Management's DHR Position: Q3 2023 in Review

Worth Asset Management sold out of Danaher (DHR) in Q3 2023, closing a stake of 42 shares — an estimated $8.88K sold.

Worth Asset Management first reported a position in DHR in Q2 2022 and held it in 5 quarters. The position peaked at $10K in Q3 2022. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

  • Worth Asset Management reported no remaining Danaher position as of Q3 2023 after selling out during the quarter.
  • Worth Asset Management sold 42 Danaher shares in Q3 2023, an estimated $8.88K.
  • Worth Asset Management first reported a position in Danaher in Q2 2022 and held it in 5 quarters.
  • Worth Asset Management's Danaher position peaked at $10K in Q3 2022.
  • 2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.