Alterity Financial Group’s Thermo Fisher Scientific TMO Stock Holding History

Alterity Financial Group’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 Q4	$2.41M	Sell	4,531 -19	-0.4%	-$9.2K	3.44%	5
2023 Q3	$2.3M	Sell	4,550 -4	-0.1%	-$2.13K	3.65%	5
2023 Q2	$2.38M	Sell	4,554 -160	-3%	-$86.3K	3.43%	6
2023 Q1	$2.72M	Sell	4,714 -46	-1%	-$25.9K	3.98%	3
2022 Q4	$2.62M	Sell	4,760 -130	-3%	-$68.9K	4.25%	4
2022 Q3	$2.48M	Sell	4,890 -70	-1%	-$39.2K	4.01%	3
2022 Q2	$2.69M	Buy	+4,960	New	+$2.73M	4.01%	3
2021 Q4	$3.76M	Buy	+5,640	New	+$3.52M	4.03%	3
2021 Q1	$3.01M	Buy	+5,100	New	+$2.43M	3.64%	4

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Alterity Financial Group's TMO Position: Q4 2023 in Review

Alterity Financial Group reduced its Thermo Fisher Scientific (TMO) stake by 0.42% in Q4 2023, selling an estimated $9.2K and leaving 4,531 shares worth $2.41M. The position accounts for 3.44% of the portfolio, ranked #5.

Alterity Financial Group first reported a position in TMO in Q1 2021 and has held it in 9 quarters since. The position peaked at $3.76M in Q4 2021. 2,487 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

Alterity Financial Group held 4,531 shares of Thermo Fisher Scientific worth $2.41M as of Q4 2023.
Alterity Financial Group sold 19 Thermo Fisher Scientific shares in Q4 2023, an estimated $9.2K.
Thermo Fisher Scientific made up 3.44% of Alterity Financial Group's portfolio in Q4 2023, its #5 holding.
Alterity Financial Group first reported a position in Thermo Fisher Scientific in Q1 2021 and has held it in 9 quarters since.
Alterity Financial Group's Thermo Fisher Scientific position peaked at $3.76M in Q4 2021.
2,487 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.