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

Summit Financial Strategies’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 		– Sell
-355
Closed -$220K – 153
2024
Q3 		$220K Buy
+355
New +$210K 0.02% 135
2023
Q2 		– Sell
-364
Closed -$210K – 129
2023
Q1 		$210K Hold
364
– – 0.04% 114
2022
Q4 		$200K Buy
+364
New +$193K 0.04% 115
2022
Q1 		– Sell
-318
Closed -$212K – 130
2021
Q4 		$212K Buy
+318
New +$199K 0.04% 119

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

Summit Financial Strategies's TMO Position: Q4 2024 in Review

Summit Financial Strategies sold out of Thermo Fisher Scientific (TMO) in Q4 2024, closing a stake of 355 shares — an estimated $220K sold.

Summit Financial Strategies first reported a position in TMO in Q4 2021 and held it in 4 quarters. The position peaked at $220K in Q3 2024. 2,616 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

  • Summit Financial Strategies reported no remaining Thermo Fisher Scientific position as of Q4 2024 after selling out during the quarter.
  • Summit Financial Strategies sold 355 Thermo Fisher Scientific shares in Q4 2024, an estimated $220K.
  • Summit Financial Strategies first reported a position in Thermo Fisher Scientific in Q4 2021 and held it in 4 quarters.
  • Summit Financial Strategies's Thermo Fisher Scientific position peaked at $220K in Q3 2024.
  • 2,616 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Summit Financial Strategies's 13F filing for Q4 2024, filed 22 Jan 2025.