Disciplined Investments’s Thermo Fisher Scientific TMO Stock Holding History

Disciplined 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 Q3	–	Sell	-734	Closed	-$383K	–	1404
2023 Q2	$383K	Buy	734 +1	+0.1%	+$540	0.2%	87
2023 Q1	$422K	Buy	733 +1	+0.1%	+$564	0.18%	94
2022 Q4	$403K	Sell	732 -64	-8%	-$33.9K	0.2%	86
2022 Q3	$404K	Buy	796 +2	+0.3%	+$1.12K	0.19%	92
2022 Q2	$431K	Sell	794 -3	-0.4%	-$1.65K	0.19%	86
2022 Q1	$471K	Buy	797 +21	+3%	+$12.1K	0.19%	91
2021 Q4	$518K	Buy	776 +59	+8%	+$36.8K	0.23%	78
2021 Q3	$410K	Hold	717	–	–	0.2%	85
2021 Q2	$362K	Hold	717	–	–	0.19%	91
2021 Q1	$327K	Hold	717	–	–	0.19%	88
2020 Q4	$334K	Sell	717 -179	-20%	-$83.9K	0.22%	78
2020 Q3	$396K	Hold	896	–	–	0.29%	70
2020 Q2	$325K	Hold	896	–	–	0.25%	75
2020 Q1	$254K	Hold	896	–	–	0.24%	76
2019 Q4	$291K	Buy	+896	New	+$272K	0.25%	75

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

Disciplined Investments's TMO Position: Q3 2023 in Review

Disciplined Investments sold out of Thermo Fisher Scientific (TMO) in Q3 2023, closing a stake of 734 shares — an estimated $383K sold.

Disciplined Investments first reported a position in TMO in Q4 2019 and held it in 15 quarters. The position peaked at $518K in Q4 2021. 2,364 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

Disciplined Investments reported no remaining Thermo Fisher Scientific position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 734 Thermo Fisher Scientific shares in Q3 2023, an estimated $383K.
Disciplined Investments first reported a position in Thermo Fisher Scientific in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Thermo Fisher Scientific position peaked at $518K in Q4 2021.
2,364 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.