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

Capstone Triton 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 Q3	–	Sell	-440	Closed	-$229K	–	110
2023 Q2	$229K	Hold	440	–	–	0.16%	94
2023 Q1	$253K	Buy	+440	New	+$248K	0.19%	87
2022 Q1	–	Sell	-456	Closed	-$303K	–	118
2021 Q4	$303K	Hold	456	–	–	0.61%	61
2021 Q3	$277K	Sell	456 -14	-3%	-$7.68K	0.17%	98
2021 Q2	$237K	Hold	470	–	–	0.15%	108
2021 Q1	$215K	Hold	470	–	–	0.14%	108
2020 Q4	$219K	Buy	+470	New	+$220K	0.13%	100

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

Capstone Triton Financial Group's TMO Position: Q3 2023 in Review

Capstone Triton Financial Group sold out of Thermo Fisher Scientific (TMO) in Q3 2023, closing a stake of 440 shares — an estimated $229K sold.

Capstone Triton Financial Group first reported a position in TMO in Q4 2020 and held it in 7 quarters. The position peaked at $303K in Q4 2021. 2,364 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

Capstone Triton Financial Group reported no remaining Thermo Fisher Scientific position as of Q3 2023 after selling out during the quarter.
Capstone Triton Financial Group sold 440 Thermo Fisher Scientific shares in Q3 2023, an estimated $229K.
Capstone Triton Financial Group first reported a position in Thermo Fisher Scientific in Q4 2020 and held it in 7 quarters.
Capstone Triton Financial Group's Thermo Fisher Scientific position peaked at $303K in Q4 2021.
2,364 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Capstone Triton Financial Group's 13F filing for Q3 2023, filed 11 Oct 2023.