Herold Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Herold 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	-378	Closed	-$234K	–	281
2024 Q3	$234K	Hold	378	–	–	0.05%	245
2024 Q2	$209K	Hold	378	–	–	0.05%	247
2024 Q1	$220K	Sell	378 -1,351	-78%	-$758K	0.05%	245
2023 Q4	$918K	Buy	1,729 +240	+16%	+$116K	0.25%	114
2023 Q3	$754K	Buy	1,489 +279	+23%	+$149K	0.23%	124
2023 Q2	$631K	Buy	1,210 +164	+16%	+$88.5K	0.19%	132
2023 Q1	$603K	Buy	1,046 +611	+140%	+$344K	0.21%	121
2022 Q4	$240K	Hold	435	–	–	0.1%	181
2022 Q3	$220K	Hold	435	–	–	0.11%	173
2022 Q2	$236K	Buy	435 +65	+18%	+$35.8K	0.11%	178
2022 Q1	$219K	Buy	+370	New	+$213K	0.08%	187

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Herold Advisors's TMO Position: Q4 2024 in Review

Herold Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2024, closing a stake of 378 shares — an estimated $234K sold.

Herold Advisors first reported a position in TMO in Q1 2022 and held it in 11 quarters. The position peaked at $918K in Q4 2023. 2,623 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

Herold Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2024 after selling out during the quarter.
Herold Advisors sold 378 Thermo Fisher Scientific shares in Q4 2024, an estimated $234K.
Herold Advisors first reported a position in Thermo Fisher Scientific in Q1 2022 and held it in 11 quarters.
Herold Advisors's Thermo Fisher Scientific position peaked at $918K in Q4 2023.
2,623 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Herold Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.