Crewe Advisors’s Mettler-Toledo International MTD Stock Holding History

Crewe 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
2024 Q3	–	Sell	-31	Closed	-$43.3K	–	895
2024 Q2	$43.3K	Buy	31 +22	+244%	+$30.1K	﹤0.01%	391
2024 Q1	$12K	Buy	+9	New	+$11.1K	﹤0.01%	597
2023 Q3	–	Sell	-2	Closed	-$2.62K	–	804
2023 Q2	$2.62K	Sell	2 -26	-93%	-$36.6K	﹤0.01%	517
2023 Q1	$42.8K	Sell	28 -20	-42%	-$30K	0.01%	327
2022 Q4	$69.4K	Sell	48 -4	-8%	-$5.35K	0.01%	267
2022 Q3	$56K	Buy	52 +7	+16%	+$8.7K	0.01%	302
2022 Q2	$52K	Buy	+45	New	+$56.5K	0.01%	292
2020 Q4	–	Sell	-1	Closed	-$1K	–	577
2020 Q3	$1K	Buy	+1	New	+$928	﹤0.01%	594

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fiera Capital (Canada)

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