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Sugarloaf Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Sugarloaf Wealth 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
Q4 		$172K Sell
331
-29
-8% -$15.9K 0.03% 183
2024
Q3 		$223K Buy
360
+44
+14% +$26K 0.04% 151
2024
Q2 		$175K Buy
316
+2
+0.6% +$1.15K 0.04% 161
2024
Q1 		$183K Buy
314
+20
+7% +$11.2K 0.04% 160
2023
Q4 		$156K Buy
294
+19
+7% +$9.2K 0.04% 177
2023
Q3 		$139K Buy
275
+48
+21% +$25.6K 0.04% 181
2023
Q2 		$118K Buy
227
+29
+15% +$15.6K 0.03% 190
2023
Q1 		$114K Buy
198
+12
+6% +$6.76K 0.03% 188
2022
Q4 		$102K Buy
186
+12
+7% +$6.36K 0.03% 188
2022
Q3 		$88K Buy
174
+36
+26% +$20.1K 0.02% 211
2022
Q2 		$74K Buy
138
+4
+3% +$2.2K 0.02% 228
2022
Q1 		$79K Buy
134
+18
+16% +$10.3K 0.02% 224
2021
Q4 		$77K Buy
116
+63
+119% +$39.3K 0.02% 232
2021
Q3 		$30K Hold
53
– – 0.01% 353
2021
Q2 		$27K Hold
53
– – 0.01% 374
2021
Q1 		$24 Hold
53
– – 0.01% 379
2020
Q4 		$25K Hold
53
– – 0.01% 347
2020
Q3 		$23K Hold
53
– – 0.01% 336
2020
Q2 		$19K Hold
53
– – 0.01% 361
2020
Q1 		$15K Hold
53
– – 0.01% 380
2019
Q4 		$17K Buy
+53
New +$16.1K 0.01% 395

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Sugarloaf Wealth Management's TMO Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 8.1% in Q4 2024, selling an estimated $15.9K and leaving 331 shares worth $172K. The position accounts for 0.03% of the portfolio, ranked #183.

Sugarloaf Wealth Management first reported a position in TMO in Q4 2019 and has held it in 21 quarters since. The position peaked at $223K in Q3 2024. 2,616 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

  • Sugarloaf Wealth Management held 331 shares of Thermo Fisher Scientific worth $172K as of Q4 2024.
  • Sugarloaf Wealth Management sold 29 Thermo Fisher Scientific shares in Q4 2024, an estimated $15.9K.
  • Thermo Fisher Scientific made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #183 holding.
  • Sugarloaf Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Thermo Fisher Scientific position peaked at $223K in Q3 2024.
  • 2,616 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.