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Advisor OS’s Mettler-Toledo International MTD Stock Holding History

Advisor OS’s Portfolio MTD Stock Details MTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-168
Closed -$220K – 305
2023
Q2 		$220K Sell
168
-19
-10% -$26.7K 0.04% 275
2023
Q1 		$286K Buy
187
+28
+18% +$42.1K 0.07% 198
2022
Q4 		$230K Buy
+159
New +$213K 0.06% 199
2022
Q3 		– Sell
-197
Closed -$226K – 206
2022
Q2 		$226K Sell
197
-20
-9% -$25.1K 0.07% 194
2022
Q1 		$297K Sell
217
-403
-65% -$582K 0.09% 176
2021
Q4 		$1.05M Buy
620
+146
+31% +$221K 0.21% 104
2021
Q3 		$653K Sell
474
-19
-4% -$28.6K 0.14% 129
2021
Q2 		$684K Buy
493
+88
+22% +$113K 0.14% 114
2021
Q1 		$467K Buy
405
+90
+29% +$104K 0.11% 124
2020
Q4 		$358K Buy
315
+23
+8% +$25.2K 0.1% 99
2020
Q3 		$282K Buy
+292
New +$271K 0.12% 84

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Advisor OS's MTD Position: Q3 2023 in Review

Advisor OS sold out of Mettler-Toledo International (MTD) in Q3 2023, closing a stake of 168 shares — an estimated $220K sold.

Advisor OS first reported a position in MTD in Q3 2020 and held it in 11 quarters. The position peaked at $1.05M in Q4 2021. 735 funds tracked by Wall St. Rank hold MTD as of Q3 2023.

  • Advisor OS reported no remaining Mettler-Toledo International position as of Q3 2023 after selling out during the quarter.
  • Advisor OS sold 168 Mettler-Toledo International shares in Q3 2023, an estimated $220K.
  • Advisor OS first reported a position in Mettler-Toledo International in Q3 2020 and held it in 11 quarters.
  • Advisor OS's Mettler-Toledo International position peaked at $1.05M in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2023.

Based on Advisor OS's 13F filing for Q3 2023, filed 3 Nov 2023.