MPW
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Monterey Private Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Monterey Private Wealth’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
2022
Q3 		– Sell
-579
Closed -$315K – 107
2022
Q2 		$315K Buy
579
+47
+9% +$25.9K 0.18% 72
2022
Q1 		$317K Hold
532
– – 0.15% 79
2021
Q4 		$355K Hold
532
– – 0.18% 74
2021
Q3 		$304K Hold
532
– – 0.17% 73
2021
Q2 		$268K Buy
+532
New +$251K 0.15% 82
2021
Q1 		– Sell
-471
Closed -$219K – 100
2020
Q4 		$219K Hold
471
– – 0.13% 85
2020
Q3 		$208K Buy
+471
New +$195K 0.13% 81

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 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