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

Narwhal 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
2023 Q4	–	Sell	-1,583	Closed	-$801K	–	174
2023 Q3	$801K	Sell	1,583 -2,499	-61%	-$1.33M	0.1%	110
2023 Q2	$2.13M	Buy	4,082 +2,106	+107%	+$1.14M	0.25%	75
2023 Q1	$1.14M	Sell	1,976 -204	-9%	-$115K	0.14%	101
2022 Q4	$1.2M	Sell	2,180 -774	-26%	-$410K	0.16%	98
2022 Q3	$1.5M	Buy	2,954 +798	+37%	+$447K	0.22%	82
2022 Q2	$1.17M	Sell	2,156 -933	-30%	-$514K	0.16%	87
2022 Q1	$1.82M	Buy	3,089 +2,075	+205%	+$1.19M	0.21%	76
2021 Q4	$677K	Buy	+1,014	New	+$633K	0.08%	103

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Narwhal Capital Management's TMO Position: Q4 2023 in Review

Narwhal Capital Management sold out of Thermo Fisher Scientific (TMO) in Q4 2023, closing a stake of 1,583 shares — an estimated $801K sold.

Narwhal Capital Management first reported a position in TMO in Q4 2021 and held it in 8 quarters. The position peaked at $2.13M in Q2 2023. 2,487 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

Narwhal Capital Management reported no remaining Thermo Fisher Scientific position as of Q4 2023 after selling out during the quarter.
Narwhal Capital Management sold 1,583 Thermo Fisher Scientific shares in Q4 2023, an estimated $801K.
Narwhal Capital Management first reported a position in Thermo Fisher Scientific in Q4 2021 and held it in 8 quarters.
Narwhal Capital Management's Thermo Fisher Scientific position peaked at $2.13M in Q2 2023.
2,487 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on Narwhal Capital Management's 13F filing for Q4 2023, filed 25 Jan 2024.