Sage Financial Management Group’s Thermo Fisher Scientific TMO Stock Holding History

Sage Financial Management Group’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 Q2	–	Sell	-466	Closed	-$269K	–	29
2023 Q1	$269K	Hold	466	–	–	0.22%	33
2022 Q4	$257K	Hold	466	–	–	0.18%	37
2022 Q3	$236K	Hold	466	–	–	0.21%	30
2022 Q2	$253K	Hold	466	–	–	0.18%	31
2022 Q1	$275K	Hold	466	–	–	0.19%	28
2021 Q4	$311K	Buy	+466	New	+$291K	0.21%	27
2021 Q3	–	Sell	-466	Closed	-$235K	–	27
2021 Q2	$235K	Hold	466	–	–	0.21%	24
2021 Q1	$213K	Sell	466 -122	-21%	-$58.2K	0.16%	30
2020 Q4	$274K	Buy	+588	New	+$276K	0.21%	25

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 $3.37T AUM 44.26% 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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sage Financial Management Group's TMO Position: Q2 2023 in Review

Sage Financial Management Group sold out of Thermo Fisher Scientific (TMO) in Q2 2023, closing a stake of 466 shares — an estimated $269K sold.

Sage Financial Management Group first reported a position in TMO in Q4 2020 and held it in 9 quarters. The position peaked at $311K in Q4 2021. 2,389 funds tracked by Wall St. Rank hold TMO as of Q2 2023.

Sage Financial Management Group reported no remaining Thermo Fisher Scientific position as of Q2 2023 after selling out during the quarter.
Sage Financial Management Group sold 466 Thermo Fisher Scientific shares in Q2 2023, an estimated $269K.
Sage Financial Management Group first reported a position in Thermo Fisher Scientific in Q4 2020 and held it in 9 quarters.
Sage Financial Management Group's Thermo Fisher Scientific position peaked at $311K in Q4 2021.
2,389 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2023.

Based on Sage Financial Management Group's 13F filing for Q2 2023, filed 19 Jul 2023.