Newfound Research’s Thermo Fisher Scientific TMO Stock Holding History

Newfound Research’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	$82K	Buy	162 +5	+3%	+$2.8K	0.2%	39
2022 Q2	$85K	Buy	+157	New	+$86.4K	0.18%	71
2022 Q1	–	Sell	-129	Closed	-$86K	–	148
2021 Q4	$86K	Sell	129 -93	-42%	-$58.1K	0.1%	106
2021 Q3	$127K	Buy	222 +44	+25%	+$24.1K	0.21%	14
2021 Q2	$90K	Buy	178 +97	+120%	+$45.8K	0.18%	37
2021 Q1	$37K	Sell	81 -94	-54%	-$44.9K	0.09%	125
2020 Q4	$82K	Buy	175 +93	+113%	+$43.6K	0.21%	92
2020 Q3	$36K	Buy	+82	New	+$33.9K	0.1%	49

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Newfound Research's TMO Position: Q3 2022 in Review

Newfound Research increased its Thermo Fisher Scientific (TMO) stake by 3.2% in Q3 2022, buying an estimated $2.8K and bringing the position to 162 shares worth $82K. The position accounts for 0.2% of the portfolio, ranked #39.

Newfound Research first reported a position in TMO in Q3 2020 and has held it in 8 quarters since. The position peaked at $127K in Q3 2021. 2,266 funds tracked by Wall St. Rank hold TMO as of Q3 2022.

Newfound Research held 162 shares of Thermo Fisher Scientific worth $82K as of Q3 2022.
Newfound Research bought 5 Thermo Fisher Scientific shares in Q3 2022, an estimated $2.8K.
Thermo Fisher Scientific made up 0.2% of Newfound Research's portfolio in Q3 2022, its #39 holding.
Newfound Research first reported a position in Thermo Fisher Scientific in Q3 2020 and has held it in 8 quarters since.
Newfound Research's Thermo Fisher Scientific position peaked at $127K in Q3 2021.
2,266 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.