Zimmermann Investment Management & Planning’s Danaher DHR Stock Holding History

Zimmermann Investment Management & Planning’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	-1,142	Closed	-$243K	–	108
2023 Q2	$243K	Sell	1,142 -356	-24%	-$75.4K	0.11%	96
2023 Q1	$335K	Sell	1,498 -362	-19%	-$82.3K	0.17%	87
2022 Q4	$438K	Sell	1,860 -248	-12%	-$57.5K	0.25%	62
2022 Q3	$483K	Sell	2,108 -1,620	-43%	-$397K	0.3%	54
2022 Q2	$838K	Buy	3,728 +399	+12%	+$91.9K	0.57%	40
2022 Q1	$866K	Buy	3,329 +2,218	+200%	+$555K	0.51%	45
2021 Q4	$324K	Buy	+1,111	New	+$306K	0.18%	69

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Zimmermann Investment Management & Planning's DHR Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of Danaher (DHR) in Q3 2023, closing a stake of 1,142 shares — an estimated $243K sold.

Zimmermann Investment Management & Planning first reported a position in DHR in Q4 2021 and held it in 7 quarters. The position peaked at $866K in Q1 2022. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

Zimmermann Investment Management & Planning reported no remaining Danaher position as of Q3 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 1,142 Danaher shares in Q3 2023, an estimated $243K.
Zimmermann Investment Management & Planning first reported a position in Danaher in Q4 2021 and held it in 7 quarters.
Zimmermann Investment Management & Planning's Danaher position peaked at $866K in Q1 2022.
2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.