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

BerganKDV 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
2023 Q2	–	Sell	-1	Closed	-$1.53K	–	998
2023 Q1	$1.53K	Hold	1	–	–	﹤0.01%	862
2022 Q4	$1.45K	Sell	1 -1	-50%	-$1.34K	﹤0.01%	840
2022 Q3	$2K	Hold	2	–	–	﹤0.01%	818
2022 Q2	$2K	Hold	2	–	–	﹤0.01%	837
2022 Q1	$3K	Hold	2	–	–	﹤0.01%	812
2021 Q4	$3K	Hold	2	–	–	﹤0.01%	871
2021 Q3	$3K	Hold	2	–	–	﹤0.01%	832
2021 Q2	$3K	Hold	2	–	–	﹤0.01%	772
2021 Q1	$2K	Hold	2	–	–	﹤0.01%	790
2020 Q4	$2K	Hold	2	–	–	﹤0.01%	788
2020 Q3	$2K	Hold	2	–	–	﹤0.01%	711
2020 Q2	$2K	Sell	2 -4	-67%	-$2.98K	﹤0.01%	766
2020 Q1	$4K	Hold	6	–	–	﹤0.01%	621
2019 Q4	$5K	Buy	+6	New	+$4.33K	﹤0.01%	623

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 $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BerganKDV Wealth Management's MTD Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Mettler-Toledo International (MTD) in Q2 2023, closing a stake of 1 share — an estimated $1.53K sold.

BerganKDV Wealth Management first reported a position in MTD in Q4 2019 and held it in 14 quarters. The position peaked at $5K in Q4 2019. 760 funds tracked by Wall St. Rank hold MTD as of Q2 2023.

BerganKDV Wealth Management reported no remaining Mettler-Toledo International position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 1 Mettler-Toledo International share in Q2 2023, an estimated $1.53K.
BerganKDV Wealth Management first reported a position in Mettler-Toledo International in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Mettler-Toledo International position peaked at $5K in Q4 2019.
760 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.