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Caldwell Trust’s Mettler-Toledo International MTD Stock Holding History

Caldwell Trust’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
Q2 		– Sell
-7
Closed -$8.09K – 748
2021
Q1 		$8.09K Hold
7
– – ﹤0.01% 647
2020
Q4 		$7.98K Hold
7
– – ﹤0.01% 638
2020
Q3 		$6.76K Hold
7
– – ﹤0.01% 643
2020
Q2 		$5.64K Hold
7
– – ﹤0.01% 682
2020
Q1 		$4.83K Hold
7
– – ﹤0.01% 700
2019
Q4 		$5.55K Buy
+7
New +$5.05K ﹤0.01% 733

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 $55.2B AUM 57.07% 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 $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Caldwell Trust's MTD Position: Q2 2021 in Review

Caldwell Trust sold out of Mettler-Toledo International (MTD) in Q2 2021, closing a stake of 7 shares — an estimated $8.09K sold.

Caldwell Trust first reported a position in MTD in Q4 2019 and held it in 6 quarters. The position peaked at $8.09K in Q1 2021. 705 funds tracked by Wall St. Rank hold MTD as of Q2 2021.

  • Caldwell Trust reported no remaining Mettler-Toledo International position as of Q2 2021 after selling out during the quarter.
  • Caldwell Trust sold 7 Mettler-Toledo International shares in Q2 2021, an estimated $8.09K.
  • Caldwell Trust first reported a position in Mettler-Toledo International in Q4 2019 and held it in 6 quarters.
  • Caldwell Trust's Mettler-Toledo International position peaked at $8.09K in Q1 2021.
  • 705 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2021.

Based on Caldwell Trust's 13F filing for Q2 2021, filed 2 Oct 2025.