Marshall Financial Group (Maryland)’s Thermo Fisher Scientific TMO Stock Holding History

Marshall Financial Group (Maryland)’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 Q3	–	Sell	-427	Closed	-$223K	–	174
2023 Q2	$223K	Sell	427 -47	-10%	-$25.4K	0.08%	163
2023 Q1	$273K	Sell	474 -1,462	-76%	-$824K	0.1%	154
2022 Q4	$1.07M	Buy	1,936 +163	+9%	+$86.4K	0.41%	78
2022 Q3	$899K	Sell	1,773 -40	-2%	-$22.4K	0.38%	75
2022 Q2	$985K	Buy	1,813 +1,397	+336%	+$769K	0.39%	70
2022 Q1	$246K	Sell	416 -50	-11%	-$28.7K	0.1%	187
2021 Q4	$311K	Buy	+466	New	+$291K	0.11%	176

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Marshall Financial Group (Maryland)'s TMO Position: Q3 2023 in Review

Marshall Financial Group (Maryland) sold out of Thermo Fisher Scientific (TMO) in Q3 2023, closing a stake of 427 shares — an estimated $223K sold.

Marshall Financial Group (Maryland) first reported a position in TMO in Q4 2021 and held it in 7 quarters. The position peaked at $1.07M in Q4 2022. 2,365 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

Marshall Financial Group (Maryland) reported no remaining Thermo Fisher Scientific position as of Q3 2023 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 427 Thermo Fisher Scientific shares in Q3 2023, an estimated $223K.
Marshall Financial Group (Maryland) first reported a position in Thermo Fisher Scientific in Q4 2021 and held it in 7 quarters.
Marshall Financial Group (Maryland)'s Thermo Fisher Scientific position peaked at $1.07M in Q4 2022.
2,365 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2023, filed 19 Oct 2023.