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Western Financial Corp’s Thermo Fisher Scientific TMO Stock Holding History

Western Financial Corp’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
Q3 		– Sell
-1,184
Closed -$618K – 120
2023
Q2 		$618K Buy
1,184
+4
+0.3% +$2.16K 0.42% 73
2023
Q1 		$680K Buy
1,180
+42
+4% +$23.7K 0.48% 58
2022
Q4 		$627K Sell
1,138
-8
-0.7% -$4.24K 0.41% 63
2022
Q3 		$581K Buy
1,146
+170
+17% +$95.1K 0.41% 64
2022
Q2 		$530K Sell
976
-57
-6% -$31.4K 0.38% 57
2022
Q1 		$610K Sell
1,033
-63
-6% -$36.2K 0.35% 59
2021
Q4 		$731K Buy
1,096
+78
+8% +$48.7K 0.38% 57
2021
Q3 		$581K Buy
1,018
+73
+8% +$40.1K 0.34% 56
2021
Q2 		$477K Buy
945
+107
+13% +$50.5K 0.26% 64
2021
Q1 		$383K Buy
838
+60
+8% +$28.6K 0.23% 64
2020
Q4 		$362K Buy
+778
New +$365K 0.24% 64

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Western Financial Corp's TMO Position: Q3 2023 in Review

Western Financial Corp sold out of Thermo Fisher Scientific (TMO) in Q3 2023, closing a stake of 1,184 shares — an estimated $618K sold.

Western Financial Corp first reported a position in TMO in Q4 2020 and held it in 11 quarters. The position peaked at $731K in Q4 2021. 2,366 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

  • Western Financial Corp reported no remaining Thermo Fisher Scientific position as of Q3 2023 after selling out during the quarter.
  • Western Financial Corp sold 1,184 Thermo Fisher Scientific shares in Q3 2023, an estimated $618K.
  • Western Financial Corp first reported a position in Thermo Fisher Scientific in Q4 2020 and held it in 11 quarters.
  • Western Financial Corp's Thermo Fisher Scientific position peaked at $731K in Q4 2021.
  • 2,366 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Western Financial Corp's 13F filing for Q3 2023, filed 19 Oct 2023.