Egerton Capital (UK)’s Thermo Fisher Scientific TMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-562,479
Closed -$293M 27
2023
Q2
$293M Buy
562,479
+455,728
+427% +$238M 3.03% 15
2023
Q1
$61.5M Buy
+106,751
New +$61.5M 0.66% 23
2020
Q1
Sell
-934,456
Closed -$304M 35
2019
Q4
$304M Buy
934,456
+619,097
+196% +$201M 2.17% 20
2019
Q3
$91.9M Sell
315,359
-24,634
-7% -$7.18M 0.66% 30
2019
Q2
$99.8M Buy
+339,993
New +$99.8M 0.73% 28