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Wintrust Investments’s Thermo Fisher Scientific TMO Stock Holding History

Wintrust Investments’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
2024
Q4 		$259K Sell
498
-33
-6% -$18.1K 0.23% 72
2024
Q3 		$329K Sell
531
-4,652
-90% -$2.75M 0.24% 74
2024
Q2 		$2.87M Buy
5,183
+126
+2% +$72.2K 0.23% 80
2024
Q1 		$2.94M Buy
5,057
+20
+0.4% +$11.2K 0.26% 80
2023
Q4 		$2.67M Buy
5,037
+419
+9% +$203K 0.26% 82
2023
Q3 		$2.34M Sell
4,618
-646
-12% -$344K 0.24% 87
2023
Q2 		$2.75M Buy
5,264
+727
+16% +$392K 0.28% 76
2023
Q1 		$2.62M Buy
4,537
+396
+10% +$223K 0.33% 58
2022
Q4 		$2.28M Buy
4,141
+714
+21% +$378K 0.3% 68
2022
Q3 		$1.74M Buy
+3,427
New +$1.92M 0.22% 89
2022
Q2 		– Sell
-3,306
Closed -$1.95M – 413
2022
Q1 		$1.95M Sell
3,306
-1
-0% -$574 0.19% 102
2021
Q4 		$2.21M Buy
+3,307
New +$2.06M 0.21% 85
2021
Q3 		– Sell
-3,515
Closed -$1.77M – 393
2021
Q2 		$1.77M Buy
3,515
+6
+0.2% +$2.83K 0.18% 111
2021
Q1 		$1.6M Buy
3,509
+23
+0.7% +$11K 0.17% 126
2020
Q4 		$1.62M Sell
3,486
-20
-0.6% -$9.38K 0.46% 53
2020
Q3 		$1.55M Sell
3,506
-69
-2% -$28.5K 0.21% 95
2020
Q2 		$1.29M Sell
3,575
-40
-1% -$13.4K 0.18% 94
2020
Q1 		$1.02M Buy
3,615
+203
+6% +$64K 0.17% 106
2019
Q4 		$1.11M Buy
3,412
+66
+2% +$20K 0.16% 114
2019
Q3 		$975K Buy
3,346
+120
+4% +$34.4K 0.15% 128
2019
Q2 		$947K Buy
3,226
+206
+7% +$56.7K 0.14% 124
2019
Q1 		$827K Buy
3,020
+245
+9% +$61K 0.13% 138
2018
Q4 		$621K Buy
2,775
+788
+40% +$185K 0.12% 152
2018
Q3 		$485K Sell
1,987
-40
-2% -$9.2K 0.08% 220
2018
Q2 		$420K Buy
+2,027
New +$430K 0.07% 232

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wintrust Investments's TMO Position: Q4 2024 in Review

Wintrust Investments reduced its Thermo Fisher Scientific (TMO) stake by 6.2% in Q4 2024, selling an estimated $18.1K and leaving 498 shares worth $259K. The position accounts for 0.23% of the portfolio, ranked #72.

Wintrust Investments first reported a position in TMO in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.94M in Q1 2024. 2,617 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

  • Wintrust Investments held 498 shares of Thermo Fisher Scientific worth $259K as of Q4 2024.
  • Wintrust Investments sold 33 Thermo Fisher Scientific shares in Q4 2024, an estimated $18.1K.
  • Thermo Fisher Scientific made up 0.23% of Wintrust Investments's portfolio in Q4 2024, its #72 holding.
  • Wintrust Investments first reported a position in Thermo Fisher Scientific in Q2 2018 and has held it in 25 quarters since.
  • Wintrust Investments's Thermo Fisher Scientific position peaked at $2.94M in Q1 2024.
  • 2,617 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.