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YorkBridge Wealth Partners’s Danaher DHR Stock Holding History

YorkBridge Wealth Partners’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
2018
Q3 		– Sell
-60
Closed -$5K – 772
2018
Q2 		$5K Hold
60
– – ﹤0.01% 681
2018
Q1 		$5K Hold
60
– – ﹤0.01% 680
2017
Q4 		$5K Hold
60
– – ﹤0.01% 701
2017
Q3 		$5K Sell
60
-67
-53% -$4.96K ﹤0.01% 705
2017
Q2 		$10K Hold
127
– – 0.01% 623
2017
Q1 		$9K Hold
127
– – ﹤0.01% 631
2016
Q4 		$9K Buy
+127
New +$8.82K 0.01% 608

Other funds holding DHR

Vanguard Group
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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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's DHR Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Danaher (DHR) in Q3 2018, closing a stake of 60 shares — an estimated $5K sold.

YorkBridge Wealth Partners first reported a position in DHR in Q4 2016 and held it in 7 quarters. The position peaked at $10K in Q2 2017. 1,263 funds tracked by Wall St. Rank hold DHR as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Danaher position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 60 Danaher shares in Q3 2018, an estimated $5K.
  • YorkBridge Wealth Partners first reported a position in Danaher in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Danaher position peaked at $10K in Q2 2017.
  • 1,263 funds tracked by Wall St. Rank held Danaher as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.