Kerrisdale Advisers’s Thermo Fisher Scientific TMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-13,394	Closed	-$6.11M	–	58
2021 Q1	$6.11M	Sell	13,394 -29,806	-69%	-$13.6M	0.47%	38
2020 Q4	$20.1M	Buy	43,200 +39,200	+980%	+$18.3M	1.56%	23
2020 Q3	$1.77M	Hold	4,000	–	–	0.13%	56
2020 Q2	$1.45M	Buy	+4,000	New	+$1.45M	0.16%	55