Rockbridge Investment Management’s Thermo Fisher Scientific TMO Stock Holding History

Rockbridge Investment 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	-20	Closed	-$10.6K	–	573
2023 Q4	$10.6K	Buy	+20	New	+$9.68K	﹤0.01%	394
2022 Q3	–	Sell	-20	Closed	-$10.9K	–	545
2022 Q2	$10.9K	Hold	20	–	–	﹤0.01%	361
2022 Q1	$11.8K	Sell	20 -175	-90%	-$101K	﹤0.01%	489
2021 Q4	$130K	Hold	195	–	–	0.02%	220
2021 Q3	$111K	Hold	195	–	–	0.02%	219
2021 Q2	$98K	Hold	195	–	–	0.02%	230
2021 Q1	$89K	Buy	195 +4	+2%	+$1.91K	0.02%	225
2020 Q4	$89K	Hold	191	–	–	0.02%	217
2020 Q3	$84K	Buy	191 +173	+961%	+$71.5K	0.02%	203
2020 Q2	$7K	Buy	+18	New	+$6.03K	﹤0.01%	466

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Rockbridge Investment Management's TMO Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Thermo Fisher Scientific (TMO) in Q1 2024, closing a stake of 20 shares — an estimated $10.6K sold.

Rockbridge Investment Management first reported a position in TMO in Q2 2020 and held it in 10 quarters. The position peaked at $130K in Q4 2021. 2,534 funds tracked by Wall St. Rank hold TMO as of Q1 2024.

Rockbridge Investment Management reported no remaining Thermo Fisher Scientific position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 20 Thermo Fisher Scientific shares in Q1 2024, an estimated $10.6K.
Rockbridge Investment Management first reported a position in Thermo Fisher Scientific in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Thermo Fisher Scientific position peaked at $130K in Q4 2021.
2,534 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.