USA Financial Formulas’s Thermo Fisher Scientific TMO Stock Holding History

USA Financial Formulas’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 Q4	–	Sell	-2	Closed	-$1.01K	–	539
2023 Q3	$1.01K	Hold	2	–	–	﹤0.01%	398
2023 Q2	$1.04K	Hold	2	–	–	﹤0.01%	367
2023 Q1	$1.15K	Buy	+2	New	+$1.13K	﹤0.01%	286
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	277
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	304
2022 Q1	$1K	Sell	2 -2,045	-100%	-$1.17M	﹤0.01%	335
2021 Q4	$1.37M	Buy	+2,047	New	+$1.28M	1.17%	50
2021 Q2	–	Sell	-172	Closed	-$78K	–	444
2021 Q1	$78K	Sell	172 -2,616	-94%	-$1.25M	0.06%	182
2020 Q4	$1.3M	Sell	2,788 -791	-22%	-$371K	1.03%	33
2020 Q3	$1.58M	Buy	+3,579	New	+$1.48M	1.19%	30
2017 Q4	–	Sell	-18,348	Closed	-$3.47M	–	340
2017 Q3	$3.47M	Buy	+18,348	New	+$3.32M	0.83%	43

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

USA Financial Formulas's TMO Position: Q4 2023 in Review

USA Financial Formulas sold out of Thermo Fisher Scientific (TMO) in Q4 2023, closing a stake of 2 shares — an estimated $1.01K sold.

USA Financial Formulas first reported a position in TMO in Q3 2017 and held it in 11 quarters. The position peaked at $3.47M in Q3 2017. 2,491 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

USA Financial Formulas reported no remaining Thermo Fisher Scientific position as of Q4 2023 after selling out during the quarter.
USA Financial Formulas sold 2 Thermo Fisher Scientific shares in Q4 2023, an estimated $1.01K.
USA Financial Formulas first reported a position in Thermo Fisher Scientific in Q3 2017 and held it in 11 quarters.
USA Financial Formulas's Thermo Fisher Scientific position peaked at $3.47M in Q3 2017.
2,491 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.