Convergence Investment Partners’s Mettler-Toledo International MTD Stock Holding History

Convergence Investment Partners’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	-177	Closed	-$271K	–	187
2023 Q1	$271K	Buy	+177	New	+$266K	0.16%	136
2019 Q3	–	Sell	-1,886	Closed	-$1.58M	–	335
2019 Q2	$1.58M	Buy	+1,886	New	+$1.42M	0.38%	102
2018 Q2	–	Sell	-8	Closed	-$5K	–	671
2018 Q1	$5K	Buy	+8	New	+$5.03K	﹤0.01%	835

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

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

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

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Convergence Investment Partners's MTD Position: Q2 2023 in Review

Convergence Investment Partners sold out of Mettler-Toledo International (MTD) in Q2 2023, closing a stake of 177 shares — an estimated $271K sold.

Convergence Investment Partners first reported a position in MTD in Q1 2018 and held it in 3 quarters. The position peaked at $1.58M in Q2 2019. 759 funds tracked by Wall St. Rank hold MTD as of Q2 2023.

Convergence Investment Partners reported no remaining Mettler-Toledo International position as of Q2 2023 after selling out during the quarter.
Convergence Investment Partners sold 177 Mettler-Toledo International shares in Q2 2023, an estimated $271K.
Convergence Investment Partners first reported a position in Mettler-Toledo International in Q1 2018 and held it in 3 quarters.
Convergence Investment Partners's Mettler-Toledo International position peaked at $1.58M in Q2 2019.
759 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2023.

Based on Convergence Investment Partners's 13F filing for Q2 2023, filed 26 Jul 2023.