Ownership history in HM PAYSON & CO Β· 70 quarters on record
This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in THERMO FISHER SCIENTIFIC Com (TMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HM PAYSON & CO outperformed the S&P 500 by +5.2% annually on this TMO position. Timing score: 46% (25/54 decisions correct). Average cost basis: $405.66. Maximum drawdown during holding period: β30.2%.
π₯ Exceptional β beat the S&P 500 by 5.2% per year on this position.
68 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
25 of 54 add/trim decisions correct
Best entry: $46.41 (2010 Q2) Β· Worst: $659.21 (2021 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
37 adds Β· 19 trims. Bought during 15 of 26 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.74% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size