Gratus Capital’s Thermo Fisher Scientific TMO Stock Holding History

Gratus Capital’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	$232K	Buy	+420	New	+$241K	0.01%	335
2016 Q1	–	Sell	-18,661	Closed	-$2.65M	–	92
2015 Q4	$2.65M	Buy	18,661 +630	+3%	+$84K	0.6%	34
2015 Q3	$2.21M	Sell	18,031 -603	-3%	-$78.6K	0.53%	45
2015 Q2	$2.42M	Buy	18,634 +530	+3%	+$69.1K	0.56%	45
2015 Q1	$2.43M	Buy	18,104 +270	+2%	+$34.8K	0.54%	47
2014 Q4	$2.23M	Buy	+17,834	New	+$2.17M	0.53%	43

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

Gratus Capital's TMO Position: Q2 2024 in Review

Gratus Capital opened a new position in Thermo Fisher Scientific (TMO) in Q2 2024: 420 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings. This is a return to the name: Gratus Capital previously reported a position in TMO as recently as Q4 2015.

Gratus Capital first reported a position in TMO in Q4 2014 and has held it in 6 quarters since. The position peaked at $2.65M in Q4 2015. 2,542 funds tracked by Wall St. Rank hold TMO as of Q2 2024.

Gratus Capital held 420 shares of Thermo Fisher Scientific worth $232K as of Q2 2024.
Thermo Fisher Scientific was a new Gratus Capital position in Q2 2024.
Thermo Fisher Scientific made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #335 holding.
Gratus Capital first reported a position in Thermo Fisher Scientific in Q4 2014 and has held it in 6 quarters since.
Gratus Capital's Thermo Fisher Scientific position peaked at $2.65M in Q4 2015.
2,542 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.