CFG
TMO icon

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

Capstone 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
2020
Q3 		$134K Hold
300
– – 0.1% 91
2020
Q2 		$114K Hold
300
– – 0.09% 95
2020
Q1 		$85K Hold
300
– – 0.09% 102
2019
Q4 		$97K Buy
+300
New +$91K 0.09% 104

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capstone Financial Group's TMO Position: Q3 2020 in Review

Capstone Financial Group held its Thermo Fisher Scientific (TMO) position steady in Q3 2020 at 300 shares worth $134K. The position accounts for 0.1% of the portfolio, ranked #91.

Capstone Financial Group first reported a position in TMO in Q4 2019 and has held it in 4 quarters since. 1,848 funds tracked by Wall St. Rank hold TMO as of Q3 2020.

  • Capstone Financial Group held 300 shares of Thermo Fisher Scientific worth $134K as of Q3 2020.
  • Capstone Financial Group left its Thermo Fisher Scientific share count unchanged in Q3 2020.
  • Thermo Fisher Scientific made up 0.1% of Capstone Financial Group's portfolio in Q3 2020, its #91 holding.
  • Capstone Financial Group first reported a position in Thermo Fisher Scientific in Q4 2019 and has held it in 4 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.