Harbert Fund Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Harbert Fund 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 Q4	–	Sell	-1,650	Closed	-$1.02M	–	132
2024 Q3	$1.02M	Sell	1,650 -175	-10%	-$104K	0.6%	45
2024 Q2	$1.01M	Buy	1,825 +50	+3%	+$28.6K	0.72%	32
2024 Q1	$1.03M	Sell	1,775 -650	-27%	-$365K	0.71%	35
2023 Q4	$1.29M	Sell	2,425 -4,575	-65%	-$2.21M	0.88%	43
2023 Q3	$3.54M	Buy	7,000 +2,000	+40%	+$1.07M	2.53%	17
2023 Q2	$2.61M	Buy	5,000 +500	+11%	+$270K	1.46%	27
2023 Q1	$2.59M	Buy	4,500 +2,000	+80%	+$1.13M	1.71%	22
2022 Q4	$1.38M	Sell	2,500 -1,650	-40%	-$874K	1.1%	25
2022 Q3	$2.1M	Buy	4,150 +2,250	+118%	+$1.26M	1.12%	25
2022 Q2	$1.03M	Buy	+1,900	New	+$1.05M	0.5%	37

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Harbert Fund Advisors's TMO Position: Q4 2024 in Review

Harbert Fund Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2024, closing a stake of 1,650 shares — an estimated $1.02M sold.

Harbert Fund Advisors first reported a position in TMO in Q2 2022 and held it in 10 quarters. The position peaked at $3.54M in Q3 2023. 2,616 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

Harbert Fund Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2024 after selling out during the quarter.
Harbert Fund Advisors sold 1,650 Thermo Fisher Scientific shares in Q4 2024, an estimated $1.02M.
Harbert Fund Advisors first reported a position in Thermo Fisher Scientific in Q2 2022 and held it in 10 quarters.
Harbert Fund Advisors's Thermo Fisher Scientific position peaked at $3.54M in Q3 2023.
2,616 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Harbert Fund Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.