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Mittelman Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Mittelman Wealth Management’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
Q3 		– Sell
-464
Closed -$257K – 64
2024
Q2 		$257K Hold
464
– – 0.17% 66
2024
Q1 		$270K Buy
+464
New +$260K 0.18% 59

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mittelman Wealth Management's TMO Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q3 2024, closing a stake of 464 shares — an estimated $257K sold.

Mittelman Wealth Management first reported a position in TMO in Q1 2024 and held it in 2 quarters. The position peaked at $270K in Q1 2024. 2,568 funds tracked by Wall St. Rank hold TMO as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Thermo Fisher Scientific position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 464 Thermo Fisher Scientific shares in Q3 2024, an estimated $257K.
  • Mittelman Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Thermo Fisher Scientific position peaked at $270K in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.