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Richard Bernstein Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Richard Bernstein 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
2023
Q3 		– Sell
-9,219
Closed -$4.81M – 240
2023
Q2 		$4.81M Hold
9,219
– – 0.1% 60
2023
Q1 		$5.31M Hold
9,219
– – 0.11% 62
2022
Q4 		$5.08M Hold
9,219
– – 0.11% 68
2022
Q3 		$4.67M Sell
9,219
-1,909
-17% -$1.07M 0.12% 75
2022
Q2 		$6.05M Buy
11,128
+8
+0.1% +$4.4K 0.13% 67
2022
Q1 		$6.57M Hold
11,120
– – 0.13% 75
2021
Q4 		$7.42M Hold
11,120
– – 0.14% 67
2021
Q3 		$6.35M Buy
11,120
+613
+6% +$336K 0.13% 71
2021
Q2 		$5.3M Hold
10,507
– – 0.11% 84
2021
Q1 		$4.79M Sell
10,507
-9,577
-48% -$4.57M 0.11% 87
2020
Q4 		$9.35M Sell
20,084
-7,708
-28% -$3.61M 0.23% 40
2020
Q3 		$12.3M Hold
27,792
– – 0.34% 27
2020
Q2 		$10.1M Sell
27,792
-5,127
-16% -$1.72M 0.32% 29
2020
Q1 		$9.34M Sell
32,919
-3,031
-8% -$956K 0.33% 27
2019
Q4 		$11.7M Hold
35,950
– – 0.38% 25
2019
Q3 		$10.5M Hold
35,950
– – 0.34% 30
2019
Q2 		$10.6M Hold
35,950
– – 0.35% 27
2019
Q1 		$9.84M Buy
35,950
+19,010
+112% +$4.73M 0.32% 34
2018
Q4 		$3.79M Hold
16,940
– – 0.14% 130
2018
Q3 		$4.13M Buy
+16,940
New +$3.9M 0.12% 184
2016
Q1 		– Sell
-18,852
Closed -$2.67M – 271
2015
Q4 		$2.67M Hold
18,852
– – 0.34% 102
2015
Q3 		$2.31M Hold
18,852
– – 0.31% 107
2015
Q2 		$2.45M Buy
18,852
+5,437
+41% +$709K 0.3% 122
2015
Q1 		$1.8M Hold
13,415
– – 0.24% 108
2014
Q4 		$1.68M Hold
13,415
– – 0.17% 159
2014
Q3 		$1.63M Hold
13,415
– – 0.17% 154
2014
Q2 		$1.58M Hold
13,415
– – 0.19% 164
2014
Q1 		$1.61M Buy
13,415
+2,044
+18% +$243K 0.23% 126
2013
Q4 		$1.27M Hold
11,371
– – 0.26% 139
2013
Q3 		$1.05M Hold
11,371
– – 0.31% 113
2013
Q2 		$962K Buy
+11,371
New +$947K 0.32% 109

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Richard Bernstein Advisors's TMO Position: Q3 2023 in Review

Richard Bernstein Advisors sold out of Thermo Fisher Scientific (TMO) in Q3 2023, closing a stake of 9,219 shares — an estimated $4.81M sold.

Richard Bernstein Advisors first reported a position in TMO in Q2 2013 and held it in 31 quarters. The position peaked at $12.3M in Q3 2020. 2,364 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

  • Richard Bernstein Advisors reported no remaining Thermo Fisher Scientific position as of Q3 2023 after selling out during the quarter.
  • Richard Bernstein Advisors sold 9,219 Thermo Fisher Scientific shares in Q3 2023, an estimated $4.81M.
  • Richard Bernstein Advisors first reported a position in Thermo Fisher Scientific in Q2 2013 and held it in 31 quarters.
  • Richard Bernstein Advisors's Thermo Fisher Scientific position peaked at $12.3M in Q3 2020.
  • 2,364 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Richard Bernstein Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.