Lyrical Asset Management’s Thermo Fisher Scientific TMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-816,564	Closed	-$45M	–	35
2013 Q4	$45M	Buy	816,564 +527,852	+183%	+$29.1M	2.87%	15
2013 Q3	$26.6M	Buy	288,712 +57,510	+25%	+$5.3M	3.13%	10
2013 Q2	$19.6M	Buy	+231,202	New	+$19.6M	3.18%	5