Cavalier Investments’s Thermo Fisher Scientific TMO Stock Holding History

Cavalier Investments’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 Q1	–	Sell	-1,310	Closed	-$721K	–	97
2022 Q4	$721K	Sell	1,310 -84	-6%	-$44.5K	0.26%	58
2022 Q3	$707K	Sell	1,394 -400	-22%	-$224K	0.26%	54
2022 Q2	$975K	Sell	1,794 -478	-21%	-$263K	0.34%	57
2022 Q1	$1.34M	Sell	2,272 -252	-10%	-$145K	0.35%	66
2021 Q4	$1.68M	Sell	2,524 -146	-5%	-$91.2K	0.44%	69
2021 Q3	$1.52M	Buy	+2,670	New	+$1.47M	0.48%	74
2019 Q2	–	Sell	-2,357	Closed	-$645K	–	139
2019 Q1	$645K	Sell	2,357 -2,383	-50%	-$593K	0.27%	86
2018 Q4	$1.06M	Buy	+4,740	New	+$1.11M	0.34%	59

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Cavalier Investments's TMO Position: Q1 2023 in Review

Cavalier Investments sold out of Thermo Fisher Scientific (TMO) in Q1 2023, closing a stake of 1,310 shares — an estimated $721K sold.

Cavalier Investments first reported a position in TMO in Q4 2018 and held it in 8 quarters. The position peaked at $1.68M in Q4 2021. 2,385 funds tracked by Wall St. Rank hold TMO as of Q1 2023.

Cavalier Investments reported no remaining Thermo Fisher Scientific position as of Q1 2023 after selling out during the quarter.
Cavalier Investments sold 1,310 Thermo Fisher Scientific shares in Q1 2023, an estimated $721K.
Cavalier Investments first reported a position in Thermo Fisher Scientific in Q4 2018 and held it in 8 quarters.
Cavalier Investments's Thermo Fisher Scientific position peaked at $1.68M in Q4 2021.
2,385 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.