JP Morgan Private Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $177M | Sell |
350,667
-34,919
| -9% | -$18.6M | 0.51% | 45 |
|
|
2023
Q2 | $201M | Sell |
385,586
-75,896
| -16% | -$41M | 1.04% | 19 |
|
|
2023
Q1 | $266M | Sell |
461,482
-18,213
| -4% | -$10.3M | 0.56% | 32 |
|
|
2022
Q4 | $264M | Buy |
479,695
+20,450
| +4% | +$10.8M | 0.59% | 35 |
|
|
2022
Q3 | $233M | Buy |
459,245
+27,184
| +6% | +$15.2M | 0.61% | 32 |
|
|
2022
Q2 | $235M | Buy |
432,061
+11,136
| +3% | +$6.13M | 0.6% | 33 |
|
|
2022
Q1 | $249M | Buy |
420,925
+15,404
| +4% | +$8.85M | 0.54% | 42 |
|
|
2021
Q4 | $271M | Buy |
405,521
+24,142
| +6% | +$15.1M | 0.58% | 33 |
|
|
2021
Q3 | $218M | Buy |
381,379
+38,973
| +11% | +$21.4M | 0.53% | 40 |
|
|
2021
Q2 | $173M | Buy |
342,406
+17,159
| +5% | +$8.1M | 0.45% | 51 |
|
|
2021
Q1 | $148M | Sell |
325,247
-16,156
| -5% | -$7.71M | 0.48% | 49 |
|
|
2020
Q4 | $159M | Buy |
341,403
+22,597
| +7% | +$10.6M | 0.52% | 47 |
|
|
2020
Q3 | $141M | Buy |
318,806
+14,771
| +5% | +$6.1M | 0.55% | 44 |
|
|
2020
Q2 | $110M | Buy |
304,035
+11,516
| +4% | +$3.86M | 0.5% | 49 |
|
|
2020
Q1 | $83M | Buy |
292,519
+5,611
| +2% | +$1.77M | 0.47% | 52 |
|
|
2019
Q4 | $93.2M | Buy |
286,908
+20,887
| +8% | +$6.33M | 0.42% | 61 |
|
|
2019
Q3 | $77.5M | Buy |
266,021
+28,416
| +12% | +$8.14M | 0.4% | 64 |
|
|
2019
Q2 | $69.8M | Buy |
237,605
+1,733
| +0.7% | +$477K | 0.38% | 65 |
|
|
2019
Q1 | $64.6M | Buy |
235,872
+26,457
| +13% | +$6.58M | 0.34% | 74 |
|
|
2018
Q4 | $46.9M | Buy |
209,415
+26,090
| +14% | +$6.12M | 0.28% | 87 |
|
|
2018
Q3 | $44.7M | Sell |
183,325
-2,572
| -1% | -$592K | 0.22% | 109 |
|
|
2018
Q2 | $38.5M | Buy |
185,897
+9,014
| +5% | +$1.91M | 0.22% | 112 |
|
|
2018
Q1 | $36.5M | Buy |
176,883
+2,004
| +1% | +$421K | 0.25% | 97 |
|
|
2017
Q4 | $33.2M | Buy |
174,879
+1,913
| +1% | +$366K | 0.22% | 112 |
|
|
2017
Q3 | $32.7M | Sell |
172,966
-48
| -0% | -$8.69K | 0.24% | 109 |
|
|
2017
Q2 | $30.2M | Sell |
173,014
-21,775
| -11% | -$3.66M | 0.23% | 107 |
|
|
2017
Q1 | $29.9M | Buy |
194,789
+5,477
| +3% | +$837K | 0.23% | 104 |
|
|
2016
Q4 | $26.7M | Buy |
189,312
+8,061
| +4% | +$1.19M | 0.23% | 103 |
|
|
2016
Q3 | $28.8M | Buy |
181,251
+30,045
| +20% | +$4.63M | 0.27% | 98 |
|
|
2016
Q2 | $22.3M | Buy |
151,206
+72,607
| +92% | +$10.7M | 0.22% | 113 |
|
|
2016
Q1 | $11.1M | Buy |
78,599
+3,397
| +5% | +$455K | 0.11% | 168 |
|
|
2015
Q4 | $10.7M | Buy |
75,202
+2,762
| +4% | +$368K | 0.11% | 174 |
|
|
2015
Q3 | $8.86M | Sell |
72,440
-2,653
| -4% | -$346K | 0.11% | 171 |
|
|
2015
Q2 | $9.74M | Buy |
75,093
+1,196
| +2% | +$156K | 0.11% | 189 |
|
|
2015
Q1 | $9.93M | Buy |
73,897
+5,927
| +9% | +$764K | 0.11% | 184 |
|
|
2014
Q4 | $8.52M | Buy |
67,970
+315
| +0.5% | +$38.3K | 0.1% | 197 |
|
|
2014
Q3 | $8.23M | Buy |
67,655
+4,380
| +7% | +$533K | 0.11% | 196 |
|
|
2014
Q2 | $7.47M | Sell |
63,275
-571
| -0.9% | -$67.2K | 0.13% | 169 |
|
|
2014
Q1 | $7.68M | Sell |
63,846
-5,306
| -8% | -$631K | 0.14% | 166 |
|
|
2013
Q4 | $7.7M | Buy |
69,152
+858
| +1% | +$85.3K | 0.15% | 151 |
|
|
2013
Q3 | $6.29M | Buy |
68,294
+989
| +1% | +$89.4K | 0.14% | 157 |
|
|
2013
Q2 | $5.7M | Buy |
+67,305
| New | +$5.6M | 0.14% | 154 |
|
Other funds holding TMO
JP Morgan Private Wealth Advisors's TMO Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 9.1% in Q3 2023, selling an estimated $18.6M and leaving 350,667 shares worth $177M. The position accounts for 0.51% of the portfolio, ranked #45.
JP Morgan Private Wealth Advisors first reported a position in TMO in Q2 2013 and has held it in 42 quarters since. The position peaked at $271M in Q4 2021. 2,366 funds tracked by Wall St. Rank hold TMO as of Q3 2023.
- JP Morgan Private Wealth Advisors held 350,667 shares of Thermo Fisher Scientific worth $177M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 34,919 Thermo Fisher Scientific shares in Q3 2023, an estimated $18.6M.
- Thermo Fisher Scientific made up 0.51% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #45 holding.
- JP Morgan Private Wealth Advisors first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Thermo Fisher Scientific position peaked at $271M in Q4 2021.
- 2,366 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.