| Quarter | Score |
|---|---|
| 2013-Q2 | 53.1 |
| 2013-Q3 | 52.7 |
| 2013-Q4 | 53.9 |
| 2014-Q1 | 53.5 |
| 2014-Q2 | 52.7 |
| 2014-Q3 | 53.8 |
| 2018-Q1 | 57.6 |
| 2018-Q2 | 57.6 |
| 2018-Q3 | 58.3 |
| 2019-Q2 | 61.5 |
| 2022-Q1 | 60.8 |
| 2022-Q3 | 66.1 |
| 2022-Q4 | 50.1 |
| 2023-Q1 | 53.3 |
| 2023-Q2 | 64.2 |
| 2023-Q3 | 48.1 |
| 2023-Q4 | 36.0 |
| 2024-Q1 | 56.1 |
| 2024-Q2 | 51.7 |
| 2024-Q3 | 52.7 |
| 2024-Q4 | 51.2 |
| 2025-Q1 | 76.9 |
| 2025-Q2 | 48.5 |
| 2025-Q3 | 44.4 |
| 2025-Q4 | 62.1 |
| 2026-Q1 | 46.8 |
| 2026-Q2 | 40.1 |
Stable institutional holding; maintain existing positions
Within 1.5% of funds' estimated purchase price
1 of 16 tracked funds hold DHR. Avg conviction: 2.2%. Net adding. First tracked at $197.54 (current +1.5% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Third Point | 2.2% | Add |