Epic Trust Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Epic Trust Investment 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
2024 Q2	$583K	Buy	1,054 +85	+9%	+$48.7K	0.64%	33
2024 Q1	$563K	Buy	969 +41	+4%	+$23K	0.69%	37
2023 Q4	$493K	Buy	928 +223	+32%	+$108K	0.66%	40
2023 Q3	$357K	Sell	705 -319	-31%	-$170K	0.56%	52
2023 Q2	$534K	Sell	1,024 -154	-13%	-$83.1K	0.76%	34
2023 Q1	$679K	Sell	1,178 -177	-13%	-$99.8K	0.83%	30
2022 Q4	$746K	Sell	1,355 -233	-15%	-$123K	1.12%	23
2022 Q3	$805K	Buy	1,588 +1,109	+232%	+$621K	1.11%	22
2022 Q2	$260K	Buy	479 +136	+40%	+$74.9K	0.49%	50
2022 Q1	$203K	Buy	+343	New	+$197K	0.32%	79

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

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 World Investors Los Angeles, California $733B AUM 35.63% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Epic Trust Investment Advisors's TMO Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Thermo Fisher Scientific (TMO) stake by 8.8% in Q2 2024, buying an estimated $48.7K and bringing the position to 1,054 shares worth $583K. The position accounts for 0.64% of the portfolio, ranked #33.

Epic Trust Investment Advisors first reported a position in TMO in Q1 2022 and has held it in 10 quarters since. The position peaked at $805K in Q3 2022. 2,543 funds tracked by Wall St. Rank hold TMO as of Q2 2024.

Epic Trust Investment Advisors held 1,054 shares of Thermo Fisher Scientific worth $583K as of Q2 2024.
Epic Trust Investment Advisors bought 85 Thermo Fisher Scientific shares in Q2 2024, an estimated $48.7K.
Thermo Fisher Scientific made up 0.64% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #33 holding.
Epic Trust Investment Advisors first reported a position in Thermo Fisher Scientific in Q1 2022 and has held it in 10 quarters since.
Epic Trust Investment Advisors's Thermo Fisher Scientific position peaked at $805K in Q3 2022.
2,543 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.