SFG
TMO icon

Steward Financial Group’s Thermo Fisher Scientific TMO Stock Holding History

Steward Financial 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
Q3 		$73K Buy
+146
New +$77.8K 0.02% 117
2022
Q3 		– Sell
-74
Closed -$40K – 1202
2022
Q2 		$40K Buy
74
+63
+573% +$34.7K 0.03% 111
2022
Q1 		$6K Hold
11
– – 0.01% 232
2021
Q4 		$7K Buy
+11
New +$6.87K 0.01% 170

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

Steward Financial Group's TMO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Thermo Fisher Scientific (TMO) in Q3 2023: 146 shares worth $73K. The stake represents 0.02% of the portfolio and ranks #117 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TMO as recently as Q2 2022.

Steward Financial Group first reported a position in TMO in Q4 2021 and has held it in 4 quarters since. 2,364 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

  • Steward Financial Group held 146 shares of Thermo Fisher Scientific worth $73K as of Q3 2023.
  • Thermo Fisher Scientific was a new Steward Financial Group position in Q3 2023.
  • Thermo Fisher Scientific made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #117 holding.
  • Steward Financial Group first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 4 quarters since.
  • 2,364 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.