EVM
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Evelyn V. Moreno’s Thermo Fisher Scientific TMO Stock Holding History

Evelyn V. Moreno’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
Q4 		$2.6M Sell
4,889
-8,678
-64% -$4.2M 1.22% 28
2023
Q3 		$6.87M Buy
13,567
+230
+2% +$123K 1.5% 23
2023
Q2 		$6.96M Sell
13,337
-2
-0% -$1.08K 1.49% 24
2023
Q1 		$7.69M Buy
13,339
+11
+0.1% +$6.2K 1.74% 17
2022
Q4 		$7.34M Buy
13,328
+6,565
+97% +$3.48M 1.7% 16
2022
Q3 		$3.43M Buy
6,763
+221
+3% +$124K 1.55% 11
2022
Q2 		$3.55M Buy
6,542
+1,434
+28% +$789K 0.83% 46
2022
Q1 		$3.02M Buy
5,108
+58
+1% +$33.3K 0.61% 49
2021
Q4 		$3.37M Buy
5,050
+342
+7% +$214K 0.67% 49
2021
Q3 		$2.69M Sell
4,708
-175
-4% -$96K 0.63% 48
2021
Q2 		$2.46M Sell
4,883
-788
-14% -$372K 0.58% 48
2021
Q1 		$2.59M Sell
5,671
-2
-0% -$955 0.62% 49
2020
Q4 		$2.64M Buy
5,673
+66
+1% +$30.9K 0.66% 48
2020
Q3 		$2.48M Buy
5,607
+516
+10% +$213K 0.67% 48
2020
Q2 		$1.84M Buy
5,091
+413
+9% +$138K 0.54% 47
2020
Q1 		$1.33M Buy
4,678
+771
+20% +$243K 0.45% 48
2019
Q4 		$1.27M Sell
3,907
-855
-18% -$259K 0.34% 48
2019
Q3 		$1.39M Buy
4,762
+3,780
+385% +$1.08M 0.38% 50
2019
Q2 		$288K Sell
982
-955
-49% -$263K 0.09% 52
2019
Q1 		$530K Hold
1,937
– – 0.16% 56
2018
Q4 		$433K Sell
1,937
-45
-2% -$10.6K 0.14% 56
2018
Q3 		$483K Sell
1,982
-110
-5% -$25.3K 0.14% 56
2018
Q2 		$434K Buy
2,092
+425
+25% +$90.2K 0.13% 55
2018
Q1 		$345K Sell
1,667
-72
-4% -$15.1K 0.11% 58
2017
Q4 		$331K Hold
1,739
– – 0.1% 61
2017
Q3 		$329K Hold
1,739
– – 0.1% 63
2017
Q2 		$303K Buy
1,739
+87
+5% +$14.6K 0.09% 64
2017
Q1 		$254K Buy
1,652
+175
+12% +$26.7K 0.08% 67
2016
Q4 		$209K Buy
1,477
+40
+3% +$5.9K 0.08% 68
2016
Q3 		$229K Buy
+1,437
New +$221K 0.08% 66

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evelyn V. Moreno's TMO Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Thermo Fisher Scientific (TMO) stake by 64% in Q4 2023, selling an estimated $4.2M and leaving 4,889 shares worth $2.6M. The position accounts for 1.22% of the portfolio, ranked #28.

Evelyn V. Moreno first reported a position in TMO in Q3 2016 and has held it in 30 quarters since. The position peaked at $7.69M in Q1 2023. 2,487 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

  • Evelyn V. Moreno held 4,889 shares of Thermo Fisher Scientific worth $2.6M as of Q4 2023.
  • Evelyn V. Moreno sold 8,678 Thermo Fisher Scientific shares in Q4 2023, an estimated $4.2M.
  • Thermo Fisher Scientific made up 1.22% of Evelyn V. Moreno's portfolio in Q4 2023, its #28 holding.
  • Evelyn V. Moreno first reported a position in Thermo Fisher Scientific in Q3 2016 and has held it in 30 quarters since.
  • Evelyn V. Moreno's Thermo Fisher Scientific position peaked at $7.69M in Q1 2023.
  • 2,487 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.