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Alera Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$855K Sell
1,383
-67
-5% -$39.7K 0.1% 85
2024
Q2 		$802K Sell
1,450
-411
-22% -$235K 0.1% 88
2024
Q1 		$1.08M Sell
1,861
-51
-3% -$28.6K 0.15% 54
2023
Q4 		$1.01M Sell
1,912
-128
-6% -$62K 0.13% 55
2023
Q3 		$1.03M Sell
2,040
-28
-1% -$14.9K 0.17% 46
2023
Q2 		$1.08M Sell
2,068
-27
-1% -$14.6K 0.23% 45
2023
Q1 		$1.21M Sell
2,095
-476
-19% -$268K 0.28% 35
2022
Q4 		$1.42M Sell
2,571
-30
-1% -$15.9K 0.33% 33
2022
Q3 		$1.32M Buy
2,601
+35
+1% +$19.6K 0.37% 32
2022
Q2 		$1.39M Buy
2,566
+27
+1% +$14.9K 0.39% 31
2022
Q1 		$1.5M Buy
2,539
+2,012
+382% +$1.16M 0.34% 33
2021
Q4 		$352K Buy
527
+41
+8% +$25.6K 0.1% 68
2021
Q3 		$278K Hold
486
– – 0.08% 85
2021
Q2 		$245K Buy
486
+40
+9% +$18.9K 0.07% 86
2021
Q1 		$204K Hold
446
– – 0.07% 86
2020
Q4 		$208K Buy
+446
New +$209K 0.07% 83
2019
Q2 		– Sell
-544
Closed -$149K – 916
2019
Q1 		$149K Buy
+544
New +$135K 0.07% 85

Other funds holding TMO

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Alera Investment Advisors's TMO Position: Q3 2024 in Review

Alera Investment Advisors reduced its Thermo Fisher Scientific (TMO) stake by 4.6% in Q3 2024, selling an estimated $39.7K and leaving 1,383 shares worth $855K. The position accounts for 0.1% of the portfolio, ranked #85.

Alera Investment Advisors first reported a position in TMO in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.5M in Q1 2022. 2,569 funds tracked by Wall St. Rank hold TMO as of Q3 2024.

  • Alera Investment Advisors held 1,383 shares of Thermo Fisher Scientific worth $855K as of Q3 2024.
  • Alera Investment Advisors sold 67 Thermo Fisher Scientific shares in Q3 2024, an estimated $39.7K.
  • Thermo Fisher Scientific made up 0.1% of Alera Investment Advisors's portfolio in Q3 2024, its #85 holding.
  • Alera Investment Advisors first reported a position in Thermo Fisher Scientific in Q1 2019 and has held it in 17 quarters since.
  • Alera Investment Advisors's Thermo Fisher Scientific position peaked at $1.5M in Q1 2022.
  • 2,569 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.