Alera Investment Advisors’s Mettler-Toledo International MTD Stock Holding History

Alera Investment Advisors’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 Q4	–	Sell	-469	Closed	-$520K	–	170
2023 Q3	$520K	Buy	469 +2	+0.4%	+$2.45K	0.09%	108
2023 Q2	$613K	Buy	467 +20	+4%	+$28.1K	0.13%	95
2023 Q1	$684K	Sell	447 -160	-26%	-$240K	0.16%	82
2022 Q4	$877K	Sell	607 -8	-1%	-$10.7K	0.21%	53
2022 Q3	$667K	Buy	615 +16	+3%	+$19.9K	0.19%	73
2022 Q2	$689K	Sell	599 -4	-0.7%	-$5.03K	0.19%	74
2022 Q1	$828K	Buy	+603	New	+$870K	0.19%	73
2019 Q2	–	Sell	-14	Closed	-$10K	–	659
2019 Q1	$10K	Buy	+14	New	+$9.1K	﹤0.01%	473

Other funds holding MTD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

Alera Investment Advisors's MTD Position: Q4 2023 in Review

Alera Investment Advisors sold out of Mettler-Toledo International (MTD) in Q4 2023, closing a stake of 469 shares — an estimated $520K sold.

Alera Investment Advisors first reported a position in MTD in Q1 2019 and held it in 8 quarters. The position peaked at $877K in Q4 2022. 763 funds tracked by Wall St. Rank hold MTD as of Q4 2023.

Alera Investment Advisors reported no remaining Mettler-Toledo International position as of Q4 2023 after selling out during the quarter.
Alera Investment Advisors sold 469 Mettler-Toledo International shares in Q4 2023, an estimated $520K.
Alera Investment Advisors first reported a position in Mettler-Toledo International in Q1 2019 and held it in 8 quarters.
Alera Investment Advisors's Mettler-Toledo International position peaked at $877K in Q4 2022.
763 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2023.

Based on Alera Investment Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.