ML&R Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

ML&R 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 Q1	$235K	Buy	404 +2	+0.5%	+$1.12K	0.05%	66
2023 Q4	$213K	Sell	402 -17	-4%	-$8.23K	0.05%	70
2023 Q3	$212K	Buy	419 +9	+2%	+$4.8K	0.06%	63
2023 Q2	$214K	Sell	410 -1	-0.2%	-$540	0.05%	88
2023 Q1	$237K	Sell	411 -184	-31%	-$104K	0.06%	60
2022 Q4	$328K	Sell	595 -50	-8%	-$26.5K	0.1%	40
2022 Q3	$327K	Buy	645 +11	+2%	+$6.16K	0.11%	48
2022 Q2	$344K	Sell	634 -6	-0.9%	-$3.3K	0.15%	33
2022 Q1	$378K	Buy	640 +13	+2%	+$7.47K	0.14%	32
2021 Q4	$418K	Buy	+627	New	+$391K	0.16%	29

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ML&R Wealth Management's TMO Position: Q1 2024 in Review

ML&R Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 0.5% in Q1 2024, buying an estimated $1.12K and bringing the position to 404 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #66.

ML&R Wealth Management first reported a position in TMO in Q4 2021 and has held it in 10 quarters since. The position peaked at $418K in Q4 2021. 2,527 funds tracked by Wall St. Rank hold TMO as of Q1 2024.

ML&R Wealth Management held 404 shares of Thermo Fisher Scientific worth $235K as of Q1 2024.
ML&R Wealth Management bought 2 Thermo Fisher Scientific shares in Q1 2024, an estimated $1.12K.
Thermo Fisher Scientific made up 0.05% of ML&R Wealth Management's portfolio in Q1 2024, its #66 holding.
ML&R Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 10 quarters since.
ML&R Wealth Management's Thermo Fisher Scientific position peaked at $418K in Q4 2021.
2,527 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.