Advisory Research’s Thermo Fisher Scientific TMO Stock Holding History

Advisory Research’s Portfolio TMO Stock Details TMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-786	Closed	-$410K	–	490
2023 Q2	$410K	Sell	786 -1,291	-62%	-$697K	0.05%	324
2023 Q1	$1.2M	Buy	2,077 +29	+1%	+$16.3K	0.2%	124
2022 Q4	$1.13M	Sell	2,048 -36	-2%	-$19.1K	0.11%	143
2022 Q3	$1.06M	Sell	2,084 -8	-0.4%	-$4.48K	0.1%	158
2022 Q2	$1.14M	Sell	2,092 -24	-1%	-$13.2K	0.11%	143
2022 Q1	$1.25M	Sell	2,116 -9	-0.4%	-$5.17K	0.1%	164
2021 Q4	$1.42M	Buy	+2,125	New	+$1.33M	0.11%	162
2016 Q2	–	Sell	-47,668	Closed	-$6.75M	–	269
2016 Q1	$6.75M	Sell	47,668 -93,723	-66%	-$12.6M	0.13%	115
2015 Q4	$20.1M	Sell	141,391 -3,840	-3%	-$512K	0.3%	85
2015 Q3	$17.8M	Buy	145,231 +24,616	+20%	+$3.21M	0.25%	107
2015 Q2	$15.7M	Sell	120,615 -2,827	-2%	-$369K	0.18%	131
2015 Q1	$16.6M	Buy	+123,442	New	+$15.9M	0.18%	118
2014 Q2	–	Sell	-555	Closed	-$67K	–	646
2014 Q1	$67K	Buy	+555	New	+$66K	﹤0.01%	671

Other funds holding TMO

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Advisory Research's TMO Position: Q3 2023 in Review

Advisory Research sold out of Thermo Fisher Scientific (TMO) in Q3 2023, closing a stake of 786 shares — an estimated $410K sold.

Advisory Research first reported a position in TMO in Q1 2014 and held it in 13 quarters. The position peaked at $20.1M in Q4 2015. 2,364 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

Advisory Research reported no remaining Thermo Fisher Scientific position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 786 Thermo Fisher Scientific shares in Q3 2023, an estimated $410K.
Advisory Research first reported a position in Thermo Fisher Scientific in Q1 2014 and held it in 13 quarters.
Advisory Research's Thermo Fisher Scientific position peaked at $20.1M in Q4 2015.
2,364 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.