Polen Capital Management — TMO Trade History
Quarter-by-quarter changes in the THERMO FISHER SCIENTIFIC INC position · CUSIP 883556102
Sold outFirst seen: 2022 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-04 | — | — | — | — | — | — |
| 2026 Q1 | 2026-05-14 | Sold out | — | -2,307 | -100.0% | — | — |
| 2025 Q4 | 2026-02-12 | Reduce | 2,307 | -112,206 | -98.0% | $1.3M | 0.01% |
| 2025 Q3 | 2025-11-12 | Reduce | 114,513 | -2,075,835 | -94.8% | $55.5M | 0.18% |
| 2025 Q2 | 2025-08-13 | Reduce | 2,190,348 | -132,134 | -5.7% | $888.1M | 2.73% |
| 2025 Q1 | 2025-05-12 | Reduce | 2,322,482 | -484,304 | -17.3% | $1.16B | 3.63% |
| 2024 Q3 | 2025-02-10 | Add | 2,806,786 | 345,591 | +14.0% | $1.74B | 4.48% |
| 2024 Q4 | 2025-02-10 | Reduce | 2,461,195 | -640,815 | -20.7% | $1.28B | 3.46% |
| 2024 Q2 | 2024-08-12 | Add | 3,102,010 | 1,068,890 | +52.6% | $1.72B | 4.30% |
| 2023 Q4 | 2024-05-10 | Reduce | 2,033,120 | -1,225,807 | -37.6% | $1.08B | 2.60% |
| 2024 Q1 | 2024-05-10 | Add | 3,258,927 | 1,107,899 | +51.5% | $1.89B | 4.37% |
| 2023 Q3 | 2023-11-13 | Reduce | 2,151,028 | -87,621 | -3.9% | $1.09B | 2.86% |
| 2023 Q2 | 2023-08-11 | Reduce | 2,238,649 | -32,287 | -1.4% | $1.17B | 2.90% |
| 2023 Q1 | 2023-05-11 | New | 2,270,936 | 2,270,936 | — | $1.31B | 3.45% |
| 2022 Q4 | 2023-02-13 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-04 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-10 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-12 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-10 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-12 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-12 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-11 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-12 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-11 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-06 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-12 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-12 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-13 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-12 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-09 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-11 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-09 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-10 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.