Connectus Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Connectus Wealth’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
2024 Q1	$103M	Sell	176,691 -2,346	-1%	-$1.32M	2.81%	7
2023 Q4	$95M	Sell	179,037 -1,414	-0.8%	-$684K	1.95%	8
2023 Q3	$91.3M	Sell	180,451 -7,778	-4%	-$4.14M	2.03%	7
2023 Q2	$98.2M	Buy	188,229 +5,227	+3%	+$2.82M	2.26%	6
2023 Q1	$105M	Sell	183,002 -9,972	-5%	-$5.62M	2.6%	4
2022 Q4	$106M	Sell	192,974 -8,467	-4%	-$4.49M	2.51%	6
2022 Q3	$102M	Sell	201,441 -6,185	-3%	-$3.46M	2.13%	5
2022 Q2	$113M	Buy	207,626 +167,532	+418%	+$92.2M	2.58%	5
2022 Q1	$26.8M	Sell	40,094 -7,583	-16%	-$4.36M	0.85%	36
2021 Q4	$31.8M	Buy	+47,677	New	+$29.8M	1.23%	20

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

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

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

Norges Bank Oslo, Norway $935B AUM

Connectus Wealth's TMO Position: Q1 2024 in Review

Connectus Wealth reduced its Thermo Fisher Scientific (TMO) stake by 1.3% in Q1 2024, selling an estimated $1.32M and leaving 176,691 shares worth $103M. The position accounts for 2.81% of the portfolio, ranked #7.

Connectus Wealth first reported a position in TMO in Q4 2021 and has held it in 10 quarters since. The position peaked at $113M in Q2 2022. 2,527 funds tracked by Wall St. Rank hold TMO as of Q1 2024.

Connectus Wealth held 176,691 shares of Thermo Fisher Scientific worth $103M as of Q1 2024.
Connectus Wealth sold 2,346 Thermo Fisher Scientific shares in Q1 2024, an estimated $1.32M.
Thermo Fisher Scientific made up 2.81% of Connectus Wealth's portfolio in Q1 2024, its #7 holding.
Connectus Wealth first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's Thermo Fisher Scientific position peaked at $113M in Q2 2022.
2,527 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.