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Nicola Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Nicola Wealth 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
Q1 		– Sell
-18,500
Closed -$9.82M – 125
2023
Q4 		$9.82M Hold
18,500
– – 1.03% 34
2023
Q3 		$9.36M Hold
18,500
– – 1.01% 35
2023
Q2 		$9.65M Hold
18,500
– – 0.95% 40
2023
Q1 		$10.7M Hold
18,500
– – 1.05% 37
2022
Q4 		$10.2M Buy
18,500
+1,500
+9% +$795K 1.03% 34
2022
Q3 		$8.62M Sell
17,000
-2,315
-12% -$1.3M 0.95% 41
2022
Q2 		$10.5M Sell
19,315
-3,017
-14% -$1.66M 1% 36
2022
Q1 		$13.2M Buy
22,332
+4,000
+22% +$2.3M 1.16% 33
2021
Q4 		$12.2M Sell
18,332
-2,000
-10% -$1.25M 1.15% 33
2021
Q3 		$11.6M Hold
20,332
– – 1.2% 27
2021
Q2 		$10.3M Sell
20,332
-3,600
-15% -$1.7M 1.05% 39
2021
Q1 		$10.9M Buy
23,932
+4,794
+25% +$2.29M 1.22% 31
2020
Q4 		$8.91M Sell
19,138
-758
-4% -$355K 1.11% 38
2020
Q3 		$8.78M Sell
19,896
-539
-3% -$223K 1.25% 28
2020
Q2 		$7.4M Hold
20,435
– – 1.03% 41
2020
Q1 		$6.77M Hold
20,435
– – 1.02% 37
2019
Q4 		$7.46M Sell
20,435
-25,902
-56% -$7.85M 1.12% 30
2019
Q3 		$11.9M Buy
46,337
+15,902
+52% +$4.55M 1.87% 13
2019
Q2 		$9.71M Hold
30,435
– – 1.61% 19
2019
Q1 		$9.11M Buy
30,435
+2,000
+7% +$498K 1.36% 24
2018
Q4 		$7.05M Hold
28,435
– – 1.16% 29
2018
Q3 		$7.54M Buy
28,435
+1,712
+6% +$394K 1.3% 29
2018
Q2 		$6.17M Buy
26,723
+2,000
+8% +$425K 1.2% 28
2018
Q1 		$5.1M Buy
+24,723
New +$5.19M 1.03% 31

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Nicola Wealth Management's TMO Position: Q1 2024 in Review

Nicola Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q1 2024, closing a stake of 18,500 shares — an estimated $9.82M sold.

Nicola Wealth Management first reported a position in TMO in Q1 2018 and held it in 24 quarters. The position peaked at $13.2M in Q1 2022. 2,528 funds tracked by Wall St. Rank hold TMO as of Q1 2024.

  • Nicola Wealth Management reported no remaining Thermo Fisher Scientific position as of Q1 2024 after selling out during the quarter.
  • Nicola Wealth Management sold 18,500 Thermo Fisher Scientific shares in Q1 2024, an estimated $9.82M.
  • Nicola Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2018 and held it in 24 quarters.
  • Nicola Wealth Management's Thermo Fisher Scientific position peaked at $13.2M in Q1 2022.
  • 2,528 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2024.

Based on Nicola Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.