Ownership history in Rosenbaum Jay D. Β· 35 quarters on record
This page tracks every 13F SEC filing in which Rosenbaum Jay D. reported a position in THERMO FISHER SCIENTIFIC INC (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 Rosenbaum Jay D. outperformed the S&P 500 by +4.3% annually on this TMO position. Timing score: 44% (14/32 decisions correct). Average cost basis: $218.44. Maximum drawdown during holding period: β23.9%.
β
Outperformed SPY on this position by 4.3% ann.
34 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
14 of 32 add/trim decisions correct
Best entry: $129.96 (2015 Q1) Β· Worst: $659.20 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 19 trims. Bought during 5 of 12 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.81% 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