HoyleCohen’s Thermo Fisher Scientific TMO Stock Holding History

HoyleCohen’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	$6.22M	Sell	11,250 -1,122	-9%	-$643K	0.47%	55
2024 Q1	$7.19M	Buy	12,372 +137	+1%	+$76.9K	0.55%	51
2023 Q4	$6.49M	Sell	12,235 -244	-2%	-$118K	0.53%	52
2023 Q3	$6.32M	Sell	12,479 -432	-3%	-$230K	0.59%	49
2023 Q2	$6.74M	Sell	12,911 -714	-5%	-$385K	0.59%	49
2023 Q1	$7.85M	Buy	13,625 +445	+3%	+$251K	0.73%	41
2022 Q4	$7.26M	Buy	13,180 +83	+0.6%	+$44K	0.72%	41
2022 Q3	$6.64M	Sell	13,097 -366	-3%	-$205K	0.73%	38
2022 Q2	$7.31M	Sell	13,463 -10	-0.1%	-$5.5K	0.76%	37
2022 Q1	$7.96M	Buy	13,473 +594	+5%	+$341K	0.68%	41
2021 Q4	$8.59M	Buy	12,879 +79	+0.6%	+$49.3K	0.71%	36
2021 Q3	$7.31M	Sell	12,800 -195	-2%	-$107K	0.69%	39
2021 Q2	$6.56K	Hold	12,995	–	–	0.51%	47
2021 Q1	$5.93M	Buy	+12,995	New	+$6.2M	0.6%	44
2020 Q1	–	Sell	-635	Closed	-$206K	–	193
2019 Q4	$206K	Buy	+635	New	+$193K	0.03%	190

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

HoyleCohen's TMO Position: Q2 2024 in Review

HoyleCohen reduced its Thermo Fisher Scientific (TMO) stake by 9.1% in Q2 2024, selling an estimated $643K and leaving 11,250 shares worth $6.22M. The position accounts for 0.47% of the portfolio, ranked #55.

HoyleCohen first reported a position in TMO in Q4 2019 and has held it in 15 quarters since. The position peaked at $8.59M in Q4 2021. 2,542 funds tracked by Wall St. Rank hold TMO as of Q2 2024.

HoyleCohen held 11,250 shares of Thermo Fisher Scientific worth $6.22M as of Q2 2024.
HoyleCohen sold 1,122 Thermo Fisher Scientific shares in Q2 2024, an estimated $643K.
Thermo Fisher Scientific made up 0.47% of HoyleCohen's portfolio in Q2 2024, its #55 holding.
HoyleCohen first reported a position in Thermo Fisher Scientific in Q4 2019 and has held it in 15 quarters since.
HoyleCohen's Thermo Fisher Scientific position peaked at $8.59M in Q4 2021.
2,542 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.