Morton Capital Management’s Thermo Fisher Scientific TMO Stock Holding History

Morton Capital 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 Q2	–	Sell	-936	Closed	-$544K	–	107
2024 Q1	$544K	Sell	936 -1	-0.1%	-$561	0.15%	60
2023 Q4	$497K	Buy	937 +14	+2%	+$6.78K	0.15%	59
2023 Q3	$467K	Hold	923	–	–	0.17%	55
2023 Q2	$481K	Hold	923	–	–	0.16%	58
2023 Q1	$532K	Sell	923 -12	-1%	-$6.76K	0.19%	50
2022 Q4	$515K	Sell	935 -42	-4%	-$22.3K	0.2%	46
2022 Q3	$495K	Hold	977	–	–	0.23%	44
2022 Q2	$531K	Buy	+977	New	+$538K	0.23%	44

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morton Capital Management's TMO Position: Q2 2024 in Review

Morton Capital Management sold out of Thermo Fisher Scientific (TMO) in Q2 2024, closing a stake of 936 shares — an estimated $544K sold.

Morton Capital Management first reported a position in TMO in Q2 2022 and held it in 8 quarters. The position peaked at $544K in Q1 2024. 2,548 funds tracked by Wall St. Rank hold TMO as of Q2 2024.

Morton Capital Management reported no remaining Thermo Fisher Scientific position as of Q2 2024 after selling out during the quarter.
Morton Capital Management sold 936 Thermo Fisher Scientific shares in Q2 2024, an estimated $544K.
Morton Capital Management first reported a position in Thermo Fisher Scientific in Q2 2022 and held it in 8 quarters.
Morton Capital Management's Thermo Fisher Scientific position peaked at $544K in Q1 2024.
2,548 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2024.

Based on Morton Capital Management's 13F filing for Q2 2024, filed 12 Jul 2024.