TrueWealth LLC’s Thermo Fisher Scientific TMO Stock Holding History

TrueWealth LLC’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
2020 Q2	$117K	Sell	322 -17	-5%	-$5.7K	0.05%	187
2020 Q1	$96K	Sell	339 -40	-11%	-$12.6K	0.05%	187
2019 Q4	$123K	Buy	379 +36	+10%	+$10.9K	0.05%	182
2019 Q3	$100K	Hold	343	–	–	0.04%	200
2019 Q2	$101K	Hold	343	–	–	0.04%	195
2019 Q1	$94K	Hold	343	–	–	0.04%	203
2018 Q4	$77K	Hold	343	–	–	0.04%	210
2018 Q3	$84K	Hold	343	–	–	0.04%	219
2018 Q2	$71K	Hold	343	–	–	0.03%	224
2018 Q1	$71K	Sell	343 -35	-9%	-$7.35K	0.04%	227
2017 Q4	$72K	Buy	+378	New	+$72.4K	0.03%	245

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

TrueWealth LLC's TMO Position: Q2 2020 in Review

TrueWealth LLC reduced its Thermo Fisher Scientific (TMO) stake by 5% in Q2 2020, selling an estimated $5.7K and leaving 322 shares worth $117K. The position accounts for 0.05% of the portfolio, ranked #187.

TrueWealth LLC first reported a position in TMO in Q4 2017 and has held it in 11 quarters since. The position peaked at $123K in Q4 2019. 1,749 funds tracked by Wall St. Rank hold TMO as of Q2 2020.

TrueWealth LLC held 322 shares of Thermo Fisher Scientific worth $117K as of Q2 2020.
TrueWealth LLC sold 17 Thermo Fisher Scientific shares in Q2 2020, an estimated $5.7K.
Thermo Fisher Scientific made up 0.05% of TrueWealth LLC's portfolio in Q2 2020, its #187 holding.
TrueWealth LLC first reported a position in Thermo Fisher Scientific in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Thermo Fisher Scientific position peaked at $123K in Q4 2019.
1,749 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.