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Steward Partners Investment Solutions’s Thermo Fisher Scientific TMO Stock Holding History

Steward Partners Investment Solutions’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 		$764K Buy
1,315
+37
+3% +$20.8K 0.13% 116
2023
Q4 		$678K Buy
+1,278
New +$619K 0.28% 79

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Partners Investment Solutions's TMO Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Thermo Fisher Scientific (TMO) stake by 2.9% in Q1 2024, buying an estimated $20.8K and bringing the position to 1,315 shares worth $764K. The position accounts for 0.13% of the portfolio, ranked #116.

Steward Partners Investment Solutions first reported a position in TMO in Q4 2023 and has held it in 2 quarters since. 2,527 funds tracked by Wall St. Rank hold TMO as of Q1 2024.

  • Steward Partners Investment Solutions held 1,315 shares of Thermo Fisher Scientific worth $764K as of Q1 2024.
  • Steward Partners Investment Solutions bought 37 Thermo Fisher Scientific shares in Q1 2024, an estimated $20.8K.
  • Thermo Fisher Scientific made up 0.13% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #116 holding.
  • Steward Partners Investment Solutions first reported a position in Thermo Fisher Scientific in Q4 2023 and has held it in 2 quarters since.
  • 2,527 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.