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Reilly Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Reilly Financial Advisors’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 		$24.3M Sell
36,475
-5,183
-12% -$3.24M 1.81% 9
2021
Q3 		$23.8M Buy
41,658
+527
+1% +$289K 2.02% 9
2021
Q2 		$20.8M Buy
41,131
+1,522
+4% +$718K 1.68% 15
2021
Q1 		$18.1M Buy
39,609
+528
+1% +$252K 1.59% 20
2020
Q4 		$18.2M Buy
39,081
+257
+0.7% +$121K 1.71% 16
2020
Q3 		$17.1M Sell
38,824
-6,058
-13% -$2.5M 1.83% 13
2020
Q2 		$16.3M Buy
44,882
+536
+1% +$180K 1.92% 10
2020
Q1 		$12.6M Buy
44,346
+181
+0.4% +$57.1K 1.82% 13
2019
Q4 		$14.3M Sell
44,165
-1,198
-3% -$363K 1.63% 13
2019
Q3 		$13.2M Buy
45,363
+619
+1% +$177K 1.62% 14
2019
Q2 		$13.1M Sell
44,744
-3,995
-8% -$1.1M 1.65% 12
2019
Q1 		$13.3M Sell
48,739
-307
-0.6% -$76.4K 1.73% 15
2018
Q4 		$11M Sell
49,046
-3,492
-7% -$819K 1.6% 16
2018
Q3 		$12.8M Sell
52,538
-252
-0.5% -$58K 1.7% 16
2018
Q2 		$10.9M Sell
52,790
-3,676
-7% -$780K 1.55% 22
2018
Q1 		$11.7M Buy
56,466
+736
+1% +$154K 1.63% 19
2017
Q4 		$10.6M Sell
55,730
-2,844
-5% -$545K 1.5% 32
2017
Q3 		$11.1M Sell
58,574
-202
-0.3% -$36.6K 1.66% 23
2017
Q2 		$10.3M Sell
58,776
-984
-2% -$165K 1.57% 33
2017
Q1 		$9.18M Buy
59,760
+1,320
+2% +$202K 1.48% 42
2016
Q4 		$8.25M Buy
+58,440
New +$8.62M 1.43% 40

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

Reilly Financial Advisors's TMO Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Thermo Fisher Scientific (TMO) stake by 12% in Q4 2021, selling an estimated $3.24M and leaving 36,475 shares worth $24.3M. The position accounts for 1.81% of the portfolio, ranked #9.

Reilly Financial Advisors first reported a position in TMO in Q4 2016 and has held it in 21 quarters since. 2,343 funds tracked by Wall St. Rank hold TMO as of Q4 2021.

  • Reilly Financial Advisors held 36,475 shares of Thermo Fisher Scientific worth $24.3M as of Q4 2021.
  • Reilly Financial Advisors sold 5,183 Thermo Fisher Scientific shares in Q4 2021, an estimated $3.24M.
  • Thermo Fisher Scientific made up 1.81% of Reilly Financial Advisors's portfolio in Q4 2021, its #9 holding.
  • Reilly Financial Advisors first reported a position in Thermo Fisher Scientific in Q4 2016 and has held it in 21 quarters since.
  • 2,343 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.