Tru Independence Asset Management 2’s Thermo Fisher Scientific TMO Stock Holding History

Tru Independence Asset Management 2’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 Q1	$3.3M	Buy	+5,729	New	+$3.23M	3.32%	5
2022 Q3	$804K	Buy	1,584 +458	+41%	+$256K	0.85%	20
2022 Q2	$612K	Sell	1,126 -581	-34%	-$320K	0.5%	30
2022 Q1	$1.01M	Sell	1,707 -583	-25%	-$335K	0.58%	31
2021 Q4	$1.53M	Buy	2,290 +53	+2%	+$33.1K	0.81%	26
2021 Q3	$1.28M	Buy	2,237 +89	+4%	+$48.8K	0.91%	21
2021 Q2	$1.08M	Sell	2,148 -40	-2%	-$18.9K	0.74%	32
2021 Q1	$999K	Buy	2,188 +65	+3%	+$31K	0.79%	31
2020 Q4	$989K	Buy	+2,123	New	+$995K	0.83%	28

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

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

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

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

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

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

Tru Independence Asset Management 2's TMO Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in Thermo Fisher Scientific (TMO) in Q1 2023: 5,729 shares worth $3.3M. The stake represents 3.32% of the portfolio and ranks #5 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in TMO as recently as Q3 2022.

Tru Independence Asset Management 2 first reported a position in TMO in Q4 2020 and has held it in 9 quarters since. 2,385 funds tracked by Wall St. Rank hold TMO as of Q1 2023.

Tru Independence Asset Management 2 held 5,729 shares of Thermo Fisher Scientific worth $3.3M as of Q1 2023.
Thermo Fisher Scientific was a new Tru Independence Asset Management 2 position in Q1 2023.
Thermo Fisher Scientific made up 3.32% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #5 holding.
Tru Independence Asset Management 2 first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 9 quarters since.
2,385 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.