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

Connecticut 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
2024
Q1 		– Sell
-568
Closed -$689K – 330
2023
Q4 		$689K Buy
+568
New +$614K 0.04% 180

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Connecticut Wealth Management's MTD Position: Q1 2024 in Review

Connecticut Wealth Management sold out of Mettler-Toledo International (MTD) in Q1 2024, closing a stake of 568 shares — an estimated $689K sold.

Connecticut Wealth Management first reported a position in MTD in Q4 2023 and held it in 1 quarter. The position peaked at $689K in Q4 2023. 780 funds tracked by Wall St. Rank hold MTD as of Q1 2024.

  • Connecticut Wealth Management reported no remaining Mettler-Toledo International position as of Q1 2024 after selling out during the quarter.
  • Connecticut Wealth Management sold 568 Mettler-Toledo International shares in Q1 2024, an estimated $689K.
  • Connecticut Wealth Management first reported a position in Mettler-Toledo International in Q4 2023 and held it in 1 quarter.
  • Connecticut Wealth Management's Mettler-Toledo International position peaked at $689K in Q4 2023.
  • 780 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2024.

Based on Connecticut Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.