Optimal Asset Management’s Thermo Fisher Scientific TMO Stock Holding History

Optimal Asset 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
2021 Q3	$1.03M	Buy	1,812 +2	+0.1%	+$1.1K	0.13%	228
2021 Q2	$913K	Hold	1,810	–	–	0.11%	259
2021 Q1	$826K	Sell	1,810 -3,500	-66%	-$1.67M	0.11%	256
2020 Q4	$2.47M	Hold	5,310	–	–	0.35%	89
2020 Q3	$2.35M	Buy	5,310 +82	+2%	+$33.9K	0.34%	91
2020 Q2	$1.89M	Sell	5,228 -5,998	-53%	-$2.01M	0.31%	118
2020 Q1	$3.18K	Buy	11,226 +2,586	+30%	+$815K	0.3%	109
2019 Q4	$2.81M	Buy	+8,640	New	+$2.62M	0.43%	66

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Optimal Asset Management's TMO Position: Q3 2021 in Review

Optimal Asset Management increased its Thermo Fisher Scientific (TMO) stake by 0.11% in Q3 2021, buying an estimated $1.1K and bringing the position to 1,812 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #228.

Optimal Asset Management first reported a position in TMO in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.81M in Q4 2019. 2,128 funds tracked by Wall St. Rank hold TMO as of Q3 2021.

Optimal Asset Management held 1,812 shares of Thermo Fisher Scientific worth $1.03M as of Q3 2021.
Optimal Asset Management bought 2 Thermo Fisher Scientific shares in Q3 2021, an estimated $1.1K.
Thermo Fisher Scientific made up 0.13% of Optimal Asset Management's portfolio in Q3 2021, its #228 holding.
Optimal Asset Management first reported a position in Thermo Fisher Scientific in Q4 2019 and has held it in 8 quarters since.
Optimal Asset Management's Thermo Fisher Scientific position peaked at $2.81M in Q4 2019.
2,128 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.