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

Summit 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	–	Sell	-410	Closed	-$214K	–	186
2023 Q2	$214K	Hold	410	–	–	0.08%	181
2023 Q1	$236K	Hold	410	–	–	0.09%	174
2022 Q4	$226K	Hold	410	–	–	0.09%	181
2022 Q3	$208K	Sell	410 -25	-6%	-$14K	0.09%	181
2022 Q2	$236K	Buy	+435	New	+$239K	0.09%	179
2022 Q1	–	Sell	-525	Closed	-$350K	–	221
2021 Q4	$350K	Hold	525	–	–	0.11%	156
2021 Q3	$300K	Hold	525	–	–	0.11%	172
2021 Q2	$265K	Hold	525	–	–	0.1%	174
2021 Q1	$240K	Sell	525 -14	-3%	-$6.68K	0.1%	173
2020 Q4	$251K	Hold	539	–	–	0.11%	146
2020 Q3	$238K	Buy	+539	New	+$223K	0.12%	137
2019 Q3	–	Sell	-825	Closed	-$242K	–	166
2019 Q2	$242K	Hold	825	–	–	0.11%	145
2019 Q1	$226K	Buy	+825	New	+$205K	0.18%	109
2018 Q4	–	Sell	-825	Closed	-$201K	–	117
2018 Q3	$201K	Buy	+825	New	+$190K	0.15%	120

Other funds holding TMO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Summit Financial Group sold out of Thermo Fisher Scientific (TMO) in Q3 2023, closing a stake of 410 shares — an estimated $214K sold.

Summit Financial Group first reported a position in TMO in Q3 2018 and held it in 14 quarters. The position peaked at $350K in Q4 2021. 2,365 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

Summit Financial Group reported no remaining Thermo Fisher Scientific position as of Q3 2023 after selling out during the quarter.
Summit Financial Group sold 410 Thermo Fisher Scientific shares in Q3 2023, an estimated $214K.
Summit Financial Group first reported a position in Thermo Fisher Scientific in Q3 2018 and held it in 14 quarters.
Summit Financial Group's Thermo Fisher Scientific position peaked at $350K in Q4 2021.
2,365 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Summit Financial Group's 13F filing for Q3 2023, filed 17 Oct 2023.