AG
MTD icon

Aperio Group’s Mettler-Toledo International MTD Stock Holding History

Aperio Group’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
2020
Q4 		$26.7M Buy
23,440
+4,100
+21% +$4.5M 0.08% 248
2020
Q3 		$18.7M Buy
19,340
+1,919
+11% +$1.78M 0.06% 292
2020
Q2 		$14M Sell
17,421
-210
-1% -$156K 0.05% 351
2020
Q1 		$12.2M Buy
17,631
+1,621
+10% +$1.21M 0.05% 351
2019
Q4 		$12.7M Sell
16,010
-557
-3% -$402K 0.05% 429
2019
Q3 		$11.7M Sell
16,567
-1,152
-7% -$846K 0.05% 432
2019
Q2 		$14.9M Buy
17,719
+700
+4% +$528K 0.06% 349
2019
Q1 		$12.3M Sell
17,019
-82
-0.5% -$53.3K 0.05% 388
2018
Q4 		$9.67M Buy
17,101
+1,146
+7% +$666K 0.05% 422
2018
Q3 		$9.72M Sell
15,955
-1,173
-7% -$690K 0.04% 447
2018
Q2 		$9.91M Sell
17,128
-1,837
-10% -$1.05M 0.05% 439
2018
Q1 		$10.9M Sell
18,965
-338
-2% -$212K 0.05% 402
2017
Q4 		$12M Buy
19,303
+559
+3% +$358K 0.06% 368
2017
Q3 		$11.7M Buy
18,744
+1,101
+6% +$661K 0.07% 349
2017
Q2 		$10.4M Buy
17,643
+3,028
+21% +$1.66M 0.06% 367
2017
Q1 		$7M Buy
14,615
+178
+1% +$81.4K 0.05% 438
2016
Q4 		$6.04M Buy
14,437
+1,811
+14% +$754K 0.05% 441
2016
Q3 		$5.3M Buy
12,626
+772
+7% +$306K 0.04% 516
2016
Q2 		$4.33M Buy
11,854
+1,014
+9% +$370K 0.03% 555
2016
Q1 		$3.74M Buy
10,840
+1,642
+18% +$528K 0.03% 579
2015
Q4 		$3.12M Buy
9,198
+2,229
+32% +$715K 0.03% 599
2015
Q3 		$1.98M Sell
6,969
-228
-3% -$72.1K 0.02% 728
2015
Q2 		$2.46M Buy
7,197
+1,072
+18% +$353K 0.03% 649
2015
Q1 		$2.01M Buy
6,125
+578
+10% +$179K 0.02% 685
2014
Q4 		$1.68M Buy
5,547
+167
+3% +$45.9K 0.02% 702
2014
Q3 		$1.38M Buy
5,380
+1,950
+57% +$511K 0.02% 735
2014
Q2 		$868K Sell
3,430
-1,258
-27% -$302K 0.01% 897
2014
Q1 		$1.1M Buy
+4,688
New +$1.15M 0.02% 958
2013
Q4 		– Sell
-3,640
Closed -$889K – 940
2013
Q3 		$874K Buy
3,640
+396
+12% +$89.3K 0.02% 898
2013
Q2 		$653K Buy
+3,244
New +$691K 0.02% 927

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Aperio Group's MTD Position: Q4 2020 in Review

Aperio Group increased its Mettler-Toledo International (MTD) stake by 21% in Q4 2020, buying an estimated $4.5M and bringing the position to 23,440 shares worth $26.7M. The position accounts for 0.08% of the portfolio, ranked #248.

Aperio Group first reported a position in MTD in Q2 2013 and has held it in 30 quarters since. 684 funds tracked by Wall St. Rank hold MTD as of Q4 2020.

  • Aperio Group held 23,440 shares of Mettler-Toledo International worth $26.7M as of Q4 2020.
  • Aperio Group bought 4,100 Mettler-Toledo International shares in Q4 2020, an estimated $4.5M.
  • Mettler-Toledo International made up 0.08% of Aperio Group's portfolio in Q4 2020, its #248 holding.
  • Aperio Group first reported a position in Mettler-Toledo International in Q2 2013 and has held it in 30 quarters since.
  • 684 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.