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

Next 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
2021
Q4 		$4.42M Buy
6,623
+1,395
+27% +$871K 0.29% 65
2021
Q3 		$2.99M Sell
5,228
-1
-0% -$549 0.23% 95
2021
Q2 		$2.64M Buy
5,229
+2,890
+124% +$1.36M 0.21% 111
2021
Q1 		$1.07M Buy
2,339
+23
+1% +$11K 0.09% 231
2020
Q4 		$1.08M Buy
2,316
+71
+3% +$33.3K 0.1% 204
2020
Q3 		$992K Sell
2,245
-127
-5% -$52.5K 0.11% 196
2020
Q2 		$860K Buy
2,372
+180
+8% +$60.3K 0.1% 215
2020
Q1 		$622K Buy
2,192
+152
+7% +$47.9K 0.08% 231
2019
Q4 		$663K Buy
2,040
+36
+2% +$10.9K 0.07% 303
2019
Q3 		$584K Buy
2,004
+478
+31% +$137K 0.06% 328
2019
Q2 		$448K Buy
1,526
+856
+128% +$236K 0.05% 371
2019
Q1 		$184K Sell
670
-4
-0.6% -$995 0.05% 383
2018
Q4 		$151K Sell
674
-1,002
-60% -$235K 0.03% 461
2018
Q3 		$409K Sell
1,676
-861
-34% -$198K 0.19% 113
2018
Q2 		$526K Sell
2,537
-2,155
-46% -$457K 0.2% 128
2018
Q1 		$969K Buy
4,692
+15
+0.3% +$3.15K 0.2% 124
2017
Q4 		$888K Sell
4,677
-2,568
-35% -$492K 0.38% 80
2017
Q3 		$1.39M Buy
7,245
+310
+4% +$56.1K 0.39% 63
2017
Q2 		$1.21M Buy
6,935
+3,140
+83% +$527K 0.3% 85
2017
Q1 		$627K Sell
3,795
-775
-17% -$118K 0.17% 130
2016
Q4 		$645K Buy
4,570
+75
+2% +$11.1K 0.11% 206
2016
Q3 		$715K Buy
4,495
+980
+28% +$151K 0.13% 182
2016
Q2 		$519K Buy
3,515
+75
+2% +$11.1K 0.16% 136
2016
Q1 		$487K Buy
3,440
+175
+5% +$23.5K 0.17% 134
2015
Q4 		$463K Buy
3,265
+15
+0.5% +$2K 0.17% 138
2015
Q3 		$397K Buy
3,250
+225
+7% +$29.3K 0.14% 155
2015
Q2 		$392K Sell
3,025
-150
-5% -$19.6K 0.14% 170
2015
Q1 		$426K Sell
3,175
-78
-2% -$10.1K 0.14% 166
2014
Q4 		$408K Sell
3,253
-476
-13% -$57.9K 0.14% 166
2014
Q3 		$454K Buy
+3,729
New +$453K 0.09% 253

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's TMO Position: Q4 2021 in Review

Next Financial Group increased its Thermo Fisher Scientific (TMO) stake by 27% in Q4 2021, buying an estimated $871K and bringing the position to 6,623 shares worth $4.42M. The position accounts for 0.29% of the portfolio, ranked #65.

Next Financial Group first reported a position in TMO in Q3 2014 and has held it in 30 quarters since. 2,342 funds tracked by Wall St. Rank hold TMO as of Q4 2021.

  • Next Financial Group held 6,623 shares of Thermo Fisher Scientific worth $4.42M as of Q4 2021.
  • Next Financial Group bought 1,395 Thermo Fisher Scientific shares in Q4 2021, an estimated $871K.
  • Thermo Fisher Scientific made up 0.29% of Next Financial Group's portfolio in Q4 2021, its #65 holding.
  • Next Financial Group first reported a position in Thermo Fisher Scientific in Q3 2014 and has held it in 30 quarters since.
  • 2,342 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.