Capital Directions Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Capital Directions 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
2022 Q4	$185K	Buy	+336	New	+$178K	0.07%	65
2022 Q3	–	Sell	-336	Closed	-$188K	–	69
2022 Q2	$183K	Sell	336 -56	-14%	-$30.8K	0.06%	71
2022 Q1	$232K	Buy	392 +55	+16%	+$31.6K	0.07%	67
2021 Q4	$225K	Buy	337 +21	+7%	+$13.1K	0.07%	68
2021 Q3	$181K	Hold	316	–	–	0.06%	66
2021 Q2	$159K	Buy	+316	New	+$149K	0.05%	68
2021 Q1	–	Sell	-316	Closed	-$147K	–	336
2020 Q4	$147K	Hold	316	–	–	0.05%	67
2020 Q3	$140K	Hold	316	–	–	0.05%	67
2020 Q2	$114K	Hold	316	–	–	0.05%	71
2020 Q1	$90K	Hold	316	–	–	0.04%	79
2019 Q4	$103K	Hold	316	–	–	0.03%	89
2019 Q3	$92K	Buy	+316	New	+$90.5K	0.03%	87
2018 Q3	–	Sell	-206	Closed	-$43K	–	225
2018 Q2	$43K	Buy	+206	New	+$43.7K	0.02%	76

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Capital Directions Investment Advisors's TMO Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Thermo Fisher Scientific (TMO) in Q4 2022: 336 shares worth $185K. The stake represents 0.07% of the portfolio and ranks #65 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in TMO as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in TMO in Q2 2018 and has held it in 13 quarters since. The position peaked at $232K in Q1 2022. 2,375 funds tracked by Wall St. Rank hold TMO as of Q4 2022.

Capital Directions Investment Advisors held 336 shares of Thermo Fisher Scientific worth $185K as of Q4 2022.
Thermo Fisher Scientific was a new Capital Directions Investment Advisors position in Q4 2022.
Thermo Fisher Scientific made up 0.07% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #65 holding.
Capital Directions Investment Advisors first reported a position in Thermo Fisher Scientific in Q2 2018 and has held it in 13 quarters since.
Capital Directions Investment Advisors's Thermo Fisher Scientific position peaked at $232K in Q1 2022.
2,375 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.