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Lake Street Advisors Group’s Thermo Fisher Scientific TMO Stock Holding History

Lake Street Advisors Group’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
Q4 		$2.34M Buy
4,492
+292
+7% +$161K 0.11% 118
2024
Q3 		$2.6M Buy
4,200
+28
+0.7% +$16.6K 0.12% 93
2024
Q2 		$2.31M Buy
4,172
+130
+3% +$74.5K 0.11% 116
2024
Q1 		$2.35M Buy
4,042
+344
+9% +$193K 0.11% 125
2023
Q4 		$1.96M Buy
+3,698
New +$1.79M 0.1% 139
2021
Q3 		– Sell
-2,744
Closed -$1.49M – 401
2021
Q2 		$1.49M Buy
2,744
+37
+1% +$17.5K 0.11% 86
2021
Q1 		$1.24M Buy
2,707
+33
+1% +$15.8K 0.1% 86
2020
Q4 		$1.25M Buy
2,674
+69
+3% +$32.4K 0.1% 84
2020
Q3 		$1.15M Sell
2,605
-40
-2% -$16.5K 0.11% 82
2020
Q2 		$958K Buy
2,645
+80
+3% +$26.8K 0.1% 83
2020
Q1 		$727K Buy
2,565
+294
+13% +$92.7K 0.09% 90
2019
Q4 		$738K Buy
2,271
+147
+7% +$44.6K 0.07% 85
2019
Q3 		$602K Buy
2,124
+80
+4% +$22.9K 0.07% 86
2019
Q2 		$600K Buy
2,044
+49
+2% +$13.5K 0.06% 88
2019
Q1 		$546K Sell
1,995
-93
-4% -$23.1K 0.06% 101
2018
Q4 		$467K Sell
2,088
-31
-1% -$7.27K 0.06% 100
2018
Q3 		$517K Sell
2,119
-738
-26% -$170K 0.06% 93
2018
Q2 		$592K Sell
2,857
-219
-7% -$46.5K 0.06% 132
2018
Q1 		$635K Sell
3,076
-158
-5% -$33.2K 0.07% 109
2017
Q4 		$614K Buy
+3,234
New +$620K 0.07% 114

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Street Advisors Group's TMO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Thermo Fisher Scientific (TMO) stake by 7% in Q4 2024, buying an estimated $161K and bringing the position to 4,492 shares worth $2.34M. The position accounts for 0.11% of the portfolio, ranked #118.

Lake Street Advisors Group first reported a position in TMO in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.6M in Q3 2024. 2,617 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

  • Lake Street Advisors Group held 4,492 shares of Thermo Fisher Scientific worth $2.34M as of Q4 2024.
  • Lake Street Advisors Group bought 292 Thermo Fisher Scientific shares in Q4 2024, an estimated $161K.
  • Thermo Fisher Scientific made up 0.11% of Lake Street Advisors Group's portfolio in Q4 2024, its #118 holding.
  • Lake Street Advisors Group first reported a position in Thermo Fisher Scientific in Q4 2017 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Thermo Fisher Scientific position peaked at $2.6M in Q3 2024.
  • 2,617 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.