Waddell & Associates’s Thermo Fisher Scientific TMO Stock Holding History

Waddell & Associates’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	-1,111	Closed	-$562K	–	171
2023 Q3	$562K	Hold	1,111	–	–	0.08%	73
2023 Q2	$579K	Buy	1,111 +16	+1%	+$8.63K	0.09%	68
2023 Q1	$631K	Buy	1,095 +1	+0.1%	+$564	0.1%	65
2022 Q4	$603K	Buy	1,094 +11	+1%	+$5.83K	0.1%	67
2022 Q3	$549K	Buy	1,083 +1	+0.1%	+$560	0.11%	61
2022 Q2	$588K	Buy	+1,082	New	+$596K	0.12%	61
2021 Q3	–	Sell	-1,076	Closed	-$543K	–	131
2021 Q2	$543K	Buy	+1,076	New	+$508K	0.08%	57

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

Waddell & Associates's TMO Position: Q4 2023 in Review

Waddell & Associates sold out of Thermo Fisher Scientific (TMO) in Q4 2023, closing a stake of 1,111 shares — an estimated $562K sold.

Waddell & Associates first reported a position in TMO in Q2 2021 and held it in 7 quarters. The position peaked at $631K in Q1 2023. 2,491 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

Waddell & Associates reported no remaining Thermo Fisher Scientific position as of Q4 2023 after selling out during the quarter.
Waddell & Associates sold 1,111 Thermo Fisher Scientific shares in Q4 2023, an estimated $562K.
Waddell & Associates first reported a position in Thermo Fisher Scientific in Q2 2021 and held it in 7 quarters.
Waddell & Associates's Thermo Fisher Scientific position peaked at $631K in Q1 2023.
2,491 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on Waddell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.