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CSat Investment Advisory’s Mettler-Toledo International MTD Stock Holding History

CSat Investment Advisory’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
Q1 		$36K Buy
31
+12
+63% +$13.9K 0.03% 272
2020
Q4 		$22K Sell
19
-120
-86% -$132K 0.02% 315
2020
Q3 		$134K Buy
139
+5
+4% +$4.64K 0.01% 362
2020
Q2 		$108K Buy
134
+7
+6% +$5.21K 0.01% 441
2020
Q1 		$88K Buy
127
+42
+49% +$31.3K 0.02% 373
2019
Q4 		$67K Buy
85
+10
+13% +$7.22K 0.02% 506
2019
Q3 		$53K Buy
75
+16
+27% +$11.7K 0.02% 514
2019
Q2 		$50K Buy
59
+34
+136% +$25.6K 0.02% 525
2019
Q1 		$18K Sell
25
-4
-14% -$2.6K 0.01% 336
2018
Q4 		$16K Buy
29
+4
+16% +$2.32K 0.01% 334
2018
Q3 		$15K Buy
25
+6
+32% +$3.53K 0.01% 283
2018
Q2 		$11K Buy
+19
New +$10.8K 0.01% 329

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's MTD Position: Q1 2021 in Review

CSat Investment Advisory increased its Mettler-Toledo International (MTD) stake by 63% in Q1 2021, buying an estimated $13.9K and bringing the position to 31 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #272.

CSat Investment Advisory first reported a position in MTD in Q2 2018 and has held it in 12 quarters since. The position peaked at $134K in Q3 2020. 690 funds tracked by Wall St. Rank hold MTD as of Q1 2021.

  • CSat Investment Advisory held 31 shares of Mettler-Toledo International worth $36K as of Q1 2021.
  • CSat Investment Advisory bought 12 Mettler-Toledo International shares in Q1 2021, an estimated $13.9K.
  • Mettler-Toledo International made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #272 holding.
  • CSat Investment Advisory first reported a position in Mettler-Toledo International in Q2 2018 and has held it in 12 quarters since.
  • CSat Investment Advisory's Mettler-Toledo International position peaked at $134K in Q3 2020.
  • 690 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.