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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return