Monumental Financial Group’s Thermo Fisher Scientific TMO Stock Holding History

Monumental Financial Group’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	$937K	Sell	1,515 -244	-14%	-$144K	0.35%	34
2024 Q2	$973K	Sell	1,759 -382	-18%	-$219K	0.42%	31
2024 Q1	$1.24M	Sell	2,141 -55	-3%	-$30.9K	0.66%	28
2023 Q4	$1.17M	Buy	2,196 +96	+5%	+$46.5K	0.7%	28
2023 Q3	$1.06M	Buy	2,100 +133	+7%	+$70.9K	0.71%	28
2023 Q2	$1.03M	Sell	1,967 -16	-0.8%	-$8.63K	0.69%	38
2023 Q1	$1.14M	Buy	1,983 +165	+9%	+$93K	0.82%	33
2022 Q4	$1M	Buy	+1,818	New	+$963K	0.81%	31

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 $3.37T AUM 44.26% 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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Monumental Financial Group's TMO Position: Q3 2024 in Review

Monumental Financial Group reduced its Thermo Fisher Scientific (TMO) stake by 14% in Q3 2024, selling an estimated $144K and leaving 1,515 shares worth $937K. The position accounts for 0.35% of the portfolio, ranked #34.

Monumental Financial Group first reported a position in TMO in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.24M in Q1 2024. 2,574 funds tracked by Wall St. Rank hold TMO as of Q3 2024.

Monumental Financial Group held 1,515 shares of Thermo Fisher Scientific worth $937K as of Q3 2024.
Monumental Financial Group sold 244 Thermo Fisher Scientific shares in Q3 2024, an estimated $144K.
Thermo Fisher Scientific made up 0.35% of Monumental Financial Group's portfolio in Q3 2024, its #34 holding.
Monumental Financial Group first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 8 quarters since.
Monumental Financial Group's Thermo Fisher Scientific position peaked at $1.24M in Q1 2024.
2,574 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.