Kaizen Advisory’s Thermo Fisher Scientific TMO Stock Holding History

Kaizen Advisory’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
2018 Q4	$243K	Buy	1,084 +104	+11%	+$24.4K	0.17%	149
2018 Q3	$239K	Hold	980	–	–	0.12%	153
2018 Q2	$203K	Buy	980 +594	+154%	+$126K	0.1%	160
2018 Q1	$80K	Hold	386	–	–	0.08%	146
2017 Q4	$73K	Buy	+386	New	+$73.9K	0.04%	160

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Kaizen Advisory's TMO Position: Q4 2018 in Review

Kaizen Advisory increased its Thermo Fisher Scientific (TMO) stake by 11% in Q4 2018, buying an estimated $24.4K and bringing the position to 1,084 shares worth $243K. The position accounts for 0.17% of the portfolio, ranked #149.

Kaizen Advisory first reported a position in TMO in Q4 2017 and has held it in 5 quarters since. 1,457 funds tracked by Wall St. Rank hold TMO as of Q4 2018.

Kaizen Advisory held 1,084 shares of Thermo Fisher Scientific worth $243K as of Q4 2018.
Kaizen Advisory bought 104 Thermo Fisher Scientific shares in Q4 2018, an estimated $24.4K.
Thermo Fisher Scientific made up 0.17% of Kaizen Advisory's portfolio in Q4 2018, its #149 holding.
Kaizen Advisory first reported a position in Thermo Fisher Scientific in Q4 2017 and has held it in 5 quarters since.
1,457 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.