Karpas Strategies’s Thermo Fisher Scientific TMO Stock Holding History

Karpas Strategies’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
2023 Q4	–	Sell	-724	Closed	-$367K	–	119
2023 Q3	$367K	Sell	724 -366	-34%	-$195K	0.13%	87
2023 Q2	$569K	Buy	1,090 +3	+0.3%	+$1.62K	0.19%	74
2023 Q1	$627K	Sell	1,087 -150	-12%	-$84.5K	0.22%	72
2022 Q4	$681K	Hold	1,237	–	–	0.24%	72
2022 Q3	$627K	Buy	1,237 +1	+0.1%	+$560	0.24%	69
2022 Q2	$672K	Buy	1,236 +1	+0.1%	+$550	0.24%	70
2022 Q1	$730K	Buy	1,235 +16	+1%	+$9.19K	0.23%	72
2021 Q4	$813K	Buy	1,219 +169	+16%	+$106K	0.26%	68
2021 Q3	$668K	Hold	1,050	–	–	0.22%	69
2021 Q2	$530K	Hold	1,050	–	–	0.19%	76
2021 Q1	$479K	Hold	1,050	–	–	0.18%	78
2020 Q4	$489K	Hold	1,050	–	–	0.19%	82
2020 Q3	$464K	Hold	1,050	–	–	0.21%	76
2020 Q2	$380K	Hold	1,050	–	–	0.18%	83
2020 Q1	$298K	Hold	1,050	–	–	0.16%	85
2019 Q4	$341K	Hold	1,050	–	–	0.13%	95
2019 Q3	$306K	Hold	1,050	–	–	0.12%	97
2019 Q2	$308K	Hold	1,050	–	–	0.13%	95
2019 Q1	$287K	Hold	1,050	–	–	0.12%	99
2018 Q4	$235K	Hold	1,050	–	–	0.11%	101
2018 Q3	$256K	Hold	1,050	–	–	0.11%	104
2018 Q2	$217K	Hold	1,050	–	–	0.09%	110
2018 Q1	$217K	Buy	+1,050	New	+$220K	0.09%	115

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Karpas Strategies's TMO Position: Q4 2023 in Review

Karpas Strategies sold out of Thermo Fisher Scientific (TMO) in Q4 2023, closing a stake of 724 shares — an estimated $367K sold.

Karpas Strategies first reported a position in TMO in Q1 2018 and held it in 23 quarters. The position peaked at $813K in Q4 2021. 2,491 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

Karpas Strategies reported no remaining Thermo Fisher Scientific position as of Q4 2023 after selling out during the quarter.
Karpas Strategies sold 724 Thermo Fisher Scientific shares in Q4 2023, an estimated $367K.
Karpas Strategies first reported a position in Thermo Fisher Scientific in Q1 2018 and held it in 23 quarters.
Karpas Strategies's Thermo Fisher Scientific position peaked at $813K in Q4 2021.
2,491 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on Karpas Strategies's 13F filing for Q4 2023, filed 7 Feb 2024.