Ownership history in Rathbones Group PLC Β· 61 quarters on record
This page tracks every 13F SEC filing in which Rathbones Group PLC reported a position in THERMO ELECTRON CORP 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 Rathbones Group PLC outperformed the S&P 500 by +6.3% annually on this TMO position. Timing score: 51% (23/45 decisions correct). Average cost basis: $484.62. Maximum drawdown during holding period: β38.7%.
π₯ Exceptional β beat the S&P 500 by 6.3% per year on this position.
59 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
23 of 45 add/trim decisions correct
Best entry: $38.57 (2009 Q2) Β· Worst: $659.20 (2021 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
36 adds Β· 11 trims. Bought during 14 of 23 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.13% 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