Position
S.E.E.D. Planning Group LLC in Thermo Fisher Scientific Inc.
Back to the book · All holders of TMO
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$2.27M$579.44 → $491.53
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 26.2K | $15.2M | — | — | — | 4.3% |
| Q1 2026 | 25.8K | $12.7M | $491.53 | −$2.27M | −$218.5K | 3.7% |