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Crescent Grove Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Crescent Grove 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
2023
Q1 		– Sell
-447
Closed -$246K – 294
2022
Q4 		$246K Buy
+447
New +$237K 0.03% 248
2022
Q3 		– Sell
-1,030
Closed -$560K – 273
2022
Q2 		$560K Sell
1,030
-299
-22% -$165K 0.06% 156
2022
Q1 		$785K Sell
1,329
-76
-5% -$43.7K 0.08% 137
2021
Q4 		$938K Sell
1,405
-260
-16% -$162K 0.09% 124
2021
Q3 		$952K Buy
1,665
+966
+138% +$530K 0.1% 106
2021
Q2 		$353K Buy
+699
New +$330K 0.04% 175

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Crescent Grove Advisors's TMO Position: Q1 2023 in Review

Crescent Grove Advisors sold out of Thermo Fisher Scientific (TMO) in Q1 2023, closing a stake of 447 shares — an estimated $246K sold.

Crescent Grove Advisors first reported a position in TMO in Q2 2021 and held it in 6 quarters. The position peaked at $952K in Q3 2021. 2,386 funds tracked by Wall St. Rank hold TMO as of Q1 2023.

  • Crescent Grove Advisors reported no remaining Thermo Fisher Scientific position as of Q1 2023 after selling out during the quarter.
  • Crescent Grove Advisors sold 447 Thermo Fisher Scientific shares in Q1 2023, an estimated $246K.
  • Crescent Grove Advisors first reported a position in Thermo Fisher Scientific in Q2 2021 and held it in 6 quarters.
  • Crescent Grove Advisors's Thermo Fisher Scientific position peaked at $952K in Q3 2021.
  • 2,386 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2023.

Based on Crescent Grove Advisors's 13F filing for Q1 2023, filed 3 May 2023.