Halpern Financial’s Thermo Fisher Scientific TMO Stock Holding History

Halpern Financial’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	–	Sell	-53	Closed	-$26.8K	–	270
2023 Q3	$26.8K	Buy	53 +40	+308%	+$21.3K	0.01%	110
2023 Q2	$6.52K	Buy	+13	New	+$7.01K	﹤0.01%	197
2022 Q3	–	Sell	-14	Closed	-$7.61K	–	307
2022 Q2	$7.61K	Buy	+14	New	+$7.71K	﹤0.01%	179
2022 Q1	–	Sell	-18	Closed	-$12K	–	270
2021 Q4	$12K	Sell	18 -8	-31%	-$5K	0.01%	174
2021 Q3	$14.9K	Hold	26	–	–	0.01%	144
2021 Q2	$13.1K	Hold	26	–	–	0.01%	132
2021 Q1	$11.9K	Hold	26	–	–	0.01%	129
2020 Q4	$12.1K	Hold	26	–	–	0.01%	111
2020 Q3	$11.5K	Buy	+26	New	+$10.7K	0.01%	103

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Halpern Financial's TMO Position: Q4 2023 in Review

Halpern Financial sold out of Thermo Fisher Scientific (TMO) in Q4 2023, closing a stake of 53 shares — an estimated $26.8K sold.

Halpern Financial first reported a position in TMO in Q3 2020 and held it in 9 quarters. The position peaked at $26.8K in Q3 2023. 2,491 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

Halpern Financial reported no remaining Thermo Fisher Scientific position as of Q4 2023 after selling out during the quarter.
Halpern Financial sold 53 Thermo Fisher Scientific shares in Q4 2023, an estimated $26.8K.
Halpern Financial first reported a position in Thermo Fisher Scientific in Q3 2020 and held it in 9 quarters.
Halpern Financial's Thermo Fisher Scientific position peaked at $26.8K in Q3 2023.
2,491 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on Halpern Financial's 13F filing for Q4 2023, filed 19 Jan 2024.