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Partnervest Advisory Services’s Thermo Fisher Scientific TMO Stock Holding History

Partnervest Advisory Services’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
2020
Q3 		$740K Buy
1,677
+84
+5% +$34.7K 0.23% 82
2020
Q2 		$577K Sell
1,593
-10
-0.6% -$3.35K 0.22% 88
2020
Q1 		$455K Buy
1,603
+23
+1% +$7.25K 0.2% 88
2019
Q4 		$513K Sell
1,580
-113
-7% -$34.3K 0.19% 91
2019
Q3 		$493K Buy
1,693
+89
+6% +$25.5K 0.18% 104
2019
Q2 		$471K Sell
1,604
-30
-2% -$8.26K 0.19% 97
2019
Q1 		$447K Hold
1,634
– – 0.19% 104
2018
Q4 		$366K Sell
1,634
-183
-10% -$42.9K 0.18% 118
2018
Q3 		$443K Sell
1,817
-55
-3% -$12.7K 0.18% 119
2018
Q2 		$388K Buy
1,872
+159
+9% +$33.8K 0.18% 115
2018
Q1 		$354K Hold
1,713
– – 0.17% 132
2017
Q4 		$325K Hold
1,713
– – 0.16% 132
2017
Q3 		$324K Sell
1,713
-30
-2% -$5.43K 0.16% 136
2017
Q2 		$304K Sell
1,743
-204
-10% -$34.3K 0.14% 146
2017
Q1 		$299K Sell
1,947
-54
-3% -$8.25K 0.14% 145
2016
Q4 		$282K Sell
2,001
-95
-5% -$14K 0.13% 153
2016
Q3 		$333K Sell
2,096
-120
-5% -$18.5K 0.16% 139
2016
Q2 		$327K Hold
2,216
– – 0.16% 136
2016
Q1 		$314K Buy
2,216
+181
+9% +$24.3K 0.16% 130
2015
Q4 		$289K Buy
2,035
+184
+10% +$24.5K 0.16% 117
2015
Q3 		$226K Buy
1,851
+50
+3% +$6.51K 0.13% 142
2015
Q2 		$234K Sell
1,801
-13
-0.7% -$1.7K 0.12% 158
2015
Q1 		$244K Hold
1,814
– – 0.13% 131
2014
Q4 		$227K Sell
1,814
-1,136
-39% -$138K 0.11% 135
2014
Q3 		$358K Sell
2,950
-74
-2% -$9K 0.19% 96
2014
Q2 		$357K Buy
3,024
+367
+14% +$43.2K 0.16% 99
2014
Q1 		$319K Buy
2,657
+1,100
+71% +$131K 0.14% 105
2013
Q4 		$173K Buy
1,557
+748
+92% +$74.4K 0.08% 161
2013
Q3 		$75K Buy
809
+45
+6% +$4.07K 0.04% 225
2013
Q2 		$65K Buy
+764
New +$63.6K 0.03% 204

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Partnervest Advisory Services's TMO Position: Q3 2020 in Review

Partnervest Advisory Services increased its Thermo Fisher Scientific (TMO) stake by 5.3% in Q3 2020, buying an estimated $34.7K and bringing the position to 1,677 shares worth $740K. The position accounts for 0.23% of the portfolio, ranked #82.

Partnervest Advisory Services first reported a position in TMO in Q2 2013 and has held it in 30 quarters since. 1,847 funds tracked by Wall St. Rank hold TMO as of Q3 2020.

  • Partnervest Advisory Services held 1,677 shares of Thermo Fisher Scientific worth $740K as of Q3 2020.
  • Partnervest Advisory Services bought 84 Thermo Fisher Scientific shares in Q3 2020, an estimated $34.7K.
  • Thermo Fisher Scientific made up 0.23% of Partnervest Advisory Services's portfolio in Q3 2020, its #82 holding.
  • Partnervest Advisory Services first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 30 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.