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Balasa Dinverno & Foltz’s Mettler-Toledo International MTD Stock Holding History

Balasa Dinverno & Foltz’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
2022
Q2 		– Sell
-186
Closed -$255K – 355
2022
Q1 		$255K Sell
186
-1
-0.5% -$1.44K 0.02% 298
2021
Q4 		$317K Sell
187
-4
-2% -$6.05K 0.02% 265
2021
Q3 		$263K Buy
191
+5
+3% +$7.53K 0.02% 284
2021
Q2 		$258K Buy
186
+1
+0.5% +$1.29K 0.02% 283
2021
Q1 		$214K Sell
185
-47
-20% -$54.5K 0.02% 290
2020
Q4 		$264K Buy
+232
New +$254K 0.02% 244

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fundsmith LLP
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Balasa Dinverno & Foltz's MTD Position: Q2 2022 in Review

Balasa Dinverno & Foltz sold out of Mettler-Toledo International (MTD) in Q2 2022, closing a stake of 186 shares — an estimated $255K sold.

Balasa Dinverno & Foltz first reported a position in MTD in Q4 2020 and held it in 6 quarters. The position peaked at $317K in Q4 2021. 728 funds tracked by Wall St. Rank hold MTD as of Q2 2022.

  • Balasa Dinverno & Foltz reported no remaining Mettler-Toledo International position as of Q2 2022 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 186 Mettler-Toledo International shares in Q2 2022, an estimated $255K.
  • Balasa Dinverno & Foltz first reported a position in Mettler-Toledo International in Q4 2020 and held it in 6 quarters.
  • Balasa Dinverno & Foltz's Mettler-Toledo International position peaked at $317K in Q4 2021.
  • 728 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2022, filed 9 Aug 2022.