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Thomas J. Herzfeld Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Thomas J. Herzfeld Advisors’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
Q3 		– Sell
-6
Closed -$3.32K – 237
2024
Q2 		$3.32K Buy
+6
New +$3.44K ﹤0.01% 171
2023
Q4 		– Sell
-164
Closed -$83K – 333
2023
Q3 		$83K Hold
164
– – 0.03% 112
2023
Q2 		$85.6K Buy
164
+25
+18% +$13.5K 0.03% 103
2023
Q1 		$80.1K Buy
139
+9
+7% +$5.07K 0.03% 94
2022
Q4 		$71.6K Buy
130
+26
+25% +$13.8K 0.03% 101
2022
Q3 		$53K Buy
104
+88
+550% +$49.2K 0.02% 100
2022
Q2 		$9K Hold
16
– – ﹤0.01% 175
2022
Q1 		$9K Hold
16
– – ﹤0.01% 188
2021
Q4 		$11K Hold
16
– – ﹤0.01% 202
2021
Q3 		$9K Sell
16
-6
-27% -$3.29K ﹤0.01% 205
2021
Q2 		$11K Buy
22
+7
+47% +$3.3K ﹤0.01% 203
2021
Q1 		$7K Hold
15
– – ﹤0.01% 227
2020
Q4 		$7K Hold
15
– – ﹤0.01% 219
2020
Q3 		$7K Buy
15
+1
+7% +$413 ﹤0.01% 174
2020
Q2 		$6K Buy
+14
New +$4.69K ﹤0.01% 219
2017
Q1 		– Sell
-247
Closed -$35K – 311
2016
Q4 		$35K Hold
247
– – 0.02% 231
2016
Q3 		$39K Hold
247
– – 0.02% 198
2016
Q2 		$36K Sell
247
-100
-29% -$14.8K 0.02% 225
2016
Q1 		$49K Buy
+347
New +$46.5K 0.03% 200
2015
Q4 		– Sell
-316
Closed -$39K – 362
2015
Q3 		$39K Buy
316
+156
+98% +$20.3K 0.02% 208
2015
Q2 		$21K Hold
160
– – 0.01% 250
2015
Q1 		$21K Buy
160
+76
+90% +$9.8K 0.01% 236
2014
Q4 		$11K Buy
+84
New +$10.2K 0.01% 229

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thomas J. Herzfeld Advisors's TMO Position: Q3 2024 in Review

Thomas J. Herzfeld Advisors sold out of Thermo Fisher Scientific (TMO) in Q3 2024, closing a stake of 6 shares — an estimated $3.32K sold.

Thomas J. Herzfeld Advisors first reported a position in TMO in Q4 2014 and held it in 23 quarters. The position peaked at $85.6K in Q2 2023. 2,574 funds tracked by Wall St. Rank hold TMO as of Q3 2024.

  • Thomas J. Herzfeld Advisors reported no remaining Thermo Fisher Scientific position as of Q3 2024 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 6 Thermo Fisher Scientific shares in Q3 2024, an estimated $3.32K.
  • Thomas J. Herzfeld Advisors first reported a position in Thermo Fisher Scientific in Q4 2014 and held it in 23 quarters.
  • Thomas J. Herzfeld Advisors's Thermo Fisher Scientific position peaked at $85.6K in Q2 2023.
  • 2,574 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2024.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.