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Waddell & Reed Financial’s Thermo Fisher Scientific TMO Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$18.3M Sell
40,123
-76
-0.2% -$36.3K 0.04% 371
2020
Q4 		$18.7M Sell
40,199
-80,331
-67% -$37.7M 0.04% 361
2020
Q3 		$53.2M Sell
120,530
-17,479
-13% -$7.22M 0.13% 189
2020
Q2 		$50M Buy
138,009
+36,189
+36% +$12.1M 0.13% 190
2020
Q1 		$28.9M Sell
101,820
-1,057
-1% -$333K 0.09% 234
2019
Q4 		$33.4M Hold
102,877
– – 0.08% 257
2019
Q3 		$30M Sell
102,877
-173
-0.2% -$49.5K 0.08% 268
2019
Q2 		$30.3M Hold
103,050
– – 0.07% 280
2019
Q1 		$28.2M Buy
103,050
+130
+0.1% +$32.4K 0.07% 296
2018
Q4 		$23M Buy
102,920
+1,850
+2% +$434K 0.07% 303
2018
Q3 		$24.7M Sell
101,070
-7,880
-7% -$1.81M 0.05% 308
2018
Q2 		$22.6M Sell
108,950
-24,830
-19% -$5.27M 0.05% 322
2018
Q1 		$27.6M Hold
133,780
– – 0.06% 290
2017
Q4 		$25.4M Sell
133,780
-1,370
-1% -$262K 0.06% 305
2017
Q3 		$25.6M Sell
135,150
-7,230
-5% -$1.31M 0.06% 302
2017
Q2 		$24.8M Sell
142,380
-19,260
-12% -$3.24M 0.05% 321
2017
Q1 		$24.8M Sell
161,640
-5,460
-3% -$835K 0.05% 321
2016
Q4 		$23.6M Sell
167,100
-56,850
-25% -$8.38M 0.05% 323
2016
Q3 		$35.6M Buy
+223,950
New +$34.5M 0.07% 254

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waddell & Reed Financial's TMO Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Thermo Fisher Scientific (TMO) stake by 0.19% in Q1 2021, selling an estimated $36.3K and leaving 40,123 shares worth $18.3M. The position accounts for 0.04% of the portfolio, ranked #371.

Waddell & Reed Financial first reported a position in TMO in Q3 2016 and has held it in 19 quarters since. The position peaked at $53.2M in Q3 2020. 2,042 funds tracked by Wall St. Rank hold TMO as of Q1 2021.

  • Waddell & Reed Financial held 40,123 shares of Thermo Fisher Scientific worth $18.3M as of Q1 2021.
  • Waddell & Reed Financial sold 76 Thermo Fisher Scientific shares in Q1 2021, an estimated $36.3K.
  • Thermo Fisher Scientific made up 0.04% of Waddell & Reed Financial's portfolio in Q1 2021, its #371 holding.
  • Waddell & Reed Financial first reported a position in Thermo Fisher Scientific in Q3 2016 and has held it in 19 quarters since.
  • Waddell & Reed Financial's Thermo Fisher Scientific position peaked at $53.2M in Q3 2020.
  • 2,042 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.