Telemark Asset Management’s Thermo Fisher Scientific TMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-20,000	Closed	-$13.3M	–	64
2021 Q4	$13.3M	Sell	20,000 -20,000	-50%	-$13.3M	0.95%	40
2021 Q3	$22.9M	Buy	+40,000	New	+$22.9M	1.65%	21