Charter Oak Capital Management’s Mettler-Toledo International MTD Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-17	Closed	-$20K	–	600
2022 Q2	$20K	Hold	17	–	–	﹤0.01%	472
2022 Q1	$23K	Hold	17	–	–	﹤0.01%	483
2021 Q4	$29K	Sell	17 -3	-15%	-$4.54K	﹤0.01%	440
2021 Q3	$28K	Hold	20	–	–	﹤0.01%	410
2021 Q2	$28K	Hold	20	–	–	﹤0.01%	397
2021 Q1	$23K	Hold	20	–	–	﹤0.01%	417
2020 Q4	$23K	Buy	+20	New	+$21.9K	﹤0.01%	394

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

Charter Oak Capital Management's MTD Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Mettler-Toledo International (MTD) in Q3 2022, closing a stake of 17 shares — an estimated $20K sold.

Charter Oak Capital Management first reported a position in MTD in Q4 2020 and held it in 7 quarters. The position peaked at $29K in Q4 2021. 710 funds tracked by Wall St. Rank hold MTD as of Q3 2022.

Charter Oak Capital Management reported no remaining Mettler-Toledo International position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 17 Mettler-Toledo International shares in Q3 2022, an estimated $20K.
Charter Oak Capital Management first reported a position in Mettler-Toledo International in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Mettler-Toledo International position peaked at $29K in Q4 2021.
710 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.