Angeles Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Angeles Wealth Management’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
2024 Q4	–	Sell	-153	Closed	-$229K	–	379
2024 Q3	$229K	Sell	153 -76	-33%	-$107K	0.02%	246
2024 Q2	$320K	Sell	229 -2	-0.9%	-$2.73K	0.03%	172
2024 Q1	$308K	Buy	231 +43	+23%	+$53K	0.03%	168
2023 Q4	$228K	Buy	188 +5	+3%	+$5.41K	0.03%	184
2023 Q3	$203K	Buy	183 +4	+2%	+$4.9K	0.03%	166
2023 Q2	$235K	Hold	179	–	–	0.03%	163
2023 Q1	$274K	Hold	179	–	–	0.04%	142
2022 Q4	$259K	Buy	+179	New	+$240K	0.05%	142
2022 Q3	–	Sell	-178	Closed	-$204K	–	226
2022 Q2	$204K	Hold	178	–	–	0.04%	161
2022 Q1	$244K	Buy	+178	New	+$257K	0.05%	149

Other funds holding MTD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Angeles Wealth Management's MTD Position: Q4 2024 in Review

Angeles Wealth Management sold out of Mettler-Toledo International (MTD) in Q4 2024, closing a stake of 153 shares — an estimated $229K sold.

Angeles Wealth Management first reported a position in MTD in Q1 2022 and held it in 10 quarters. The position peaked at $320K in Q2 2024. 813 funds tracked by Wall St. Rank hold MTD as of Q4 2024.

Angeles Wealth Management reported no remaining Mettler-Toledo International position as of Q4 2024 after selling out during the quarter.
Angeles Wealth Management sold 153 Mettler-Toledo International shares in Q4 2024, an estimated $229K.
Angeles Wealth Management first reported a position in Mettler-Toledo International in Q1 2022 and held it in 10 quarters.
Angeles Wealth Management's Mettler-Toledo International position peaked at $320K in Q2 2024.
813 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2024.

Based on Angeles Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.