Berman Capital Advisors’s Mettler-Toledo International MTD Stock Holding History

Berman Capital 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
2021 Q3	$114K	Buy	83 +6	+8%	+$9.03K	0.02%	401
2021 Q2	$106K	Buy	77 +3	+4%	+$3.87K	0.02%	370
2021 Q1	$85K	Buy	74 +24	+48%	+$27.8K	0.02%	344
2020 Q4	$56K	Hold	50	–	–	0.01%	383
2020 Q3	$47K	Sell	50 -1	-2%	-$928	0.01%	358
2020 Q2	$40K	Hold	51	–	–	0.01%	375
2020 Q1	$35K	Buy	51 +6	+13%	+$4.48K	0.01%	362
2019 Q4	$35K	Hold	45	–	–	0.01%	395
2019 Q3	$31K	Sell	45 -4	-8%	-$2.94K	0.01%	396
2019 Q2	$41K	Buy	49 +16	+48%	+$12.1K	0.01%	342
2019 Q1	$23K	Buy	33 +7	+27%	+$4.55K	0.01%	420
2018 Q4	$14K	Buy	+26	New	+$15.1K	0.01%	451

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's MTD Position: Q3 2021 in Review

Berman Capital Advisors increased its Mettler-Toledo International (MTD) stake by 7.8% in Q3 2021, buying an estimated $9.03K and bringing the position to 83 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #401.

Berman Capital Advisors first reported a position in MTD in Q4 2018 and has held it in 12 quarters since. 720 funds tracked by Wall St. Rank hold MTD as of Q3 2021.

Berman Capital Advisors held 83 shares of Mettler-Toledo International worth $114K as of Q3 2021.
Berman Capital Advisors bought 6 Mettler-Toledo International shares in Q3 2021, an estimated $9.03K.
Mettler-Toledo International made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #401 holding.
Berman Capital Advisors first reported a position in Mettler-Toledo International in Q4 2018 and has held it in 12 quarters since.
720 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.