GW
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GW & Wade’s Thermo Fisher Scientific TMO Stock Holding History

GW & Wade’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 		$2.1M Sell
3,949
-51
-1% -$24.7K 0.07% 173
2023
Q3 		$2.02M Buy
4,000
+75
+2% +$40K 0.08% 159
2023
Q2 		$2.05M Buy
3,925
+75
+2% +$40.5K 0.07% 155
2023
Q1 		$2.22M Sell
3,850
-149
-4% -$84K 0.09% 143
2022
Q4 		$2.2M Buy
3,999
+470
+13% +$249K 0.09% 140
2022
Q3 		$1.79M Buy
3,529
+32
+0.9% +$17.9K 0.09% 140
2022
Q2 		$1.9M Buy
3,497
+104
+3% +$57.2K 0.09% 146
2022
Q1 		$2M Buy
3,393
+40
+1% +$23K 0.09% 135
2021
Q4 		$2.24M Sell
3,353
-104
-3% -$64.9K 0.1% 125
2021
Q3 		$1.98M Sell
3,457
-47
-1% -$25.8K 0.09% 137
2021
Q2 		$1.77M Sell
3,504
-431
-11% -$203K 0.08% 144
2021
Q1 		$1.8M Buy
3,935
+2,145
+120% +$1.02M 0.1% 126
2020
Q4 		$834K Buy
1,790
+1,293
+260% +$606K 0.05% 155
2020
Q3 		$219K Sell
497
-75
-13% -$31K 0.02% 222
2020
Q2 		$207K Buy
+572
New +$192K 0.02% 230

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

GW & Wade's TMO Position: Q4 2023 in Review

GW & Wade reduced its Thermo Fisher Scientific (TMO) stake by 1.3% in Q4 2023, selling an estimated $24.7K and leaving 3,949 shares worth $2.1M. The position accounts for 0.07% of the portfolio, ranked #173.

GW & Wade first reported a position in TMO in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.24M in Q4 2021. 2,488 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

  • GW & Wade held 3,949 shares of Thermo Fisher Scientific worth $2.1M as of Q4 2023.
  • GW & Wade sold 51 Thermo Fisher Scientific shares in Q4 2023, an estimated $24.7K.
  • Thermo Fisher Scientific made up 0.07% of GW & Wade's portfolio in Q4 2023, its #173 holding.
  • GW & Wade first reported a position in Thermo Fisher Scientific in Q2 2020 and has held it in 15 quarters since.
  • GW & Wade's Thermo Fisher Scientific position peaked at $2.24M in Q4 2021.
  • 2,488 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.