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

Dorchester 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
Q4 		– Sell
-2,065
Closed -$3.1M – 161
2024
Q3 		$3.1M Sell
2,065
-107
-5% -$150K 0.56% 46
2024
Q2 		$3.04M Buy
2,172
+90
+4% +$123K 0.59% 46
2024
Q1 		$2.77M Buy
2,082
+55
+3% +$67.8K 0.5% 51
2023
Q4 		$2.46M Sell
2,027
-255
-11% -$276K 0.45% 53
2023
Q3 		$2.53M Buy
2,282
+5
+0.2% +$6.13K 0.51% 53
2023
Q2 		$2.99M Sell
2,277
-10
-0.4% -$14.1K 0.61% 46
2023
Q1 		$3.5M Hold
2,287
– – 0.72% 44
2022
Q4 		$3.31M Sell
2,287
-45
-2% -$60.2K 0.78% 45
2022
Q3 		$2.53M Buy
2,332
+20
+0.9% +$24.9K 0.56% 49
2022
Q2 		$2.66M Buy
+2,312
New +$2.9M 0.53% 51

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dorchester Wealth Management's MTD Position: Q4 2024 in Review

Dorchester Wealth Management sold out of Mettler-Toledo International (MTD) in Q4 2024, closing a stake of 2,065 shares — an estimated $3.1M sold.

Dorchester Wealth Management first reported a position in MTD in Q2 2022 and held it in 10 quarters. The position peaked at $3.5M in Q1 2023. 811 funds tracked by Wall St. Rank hold MTD as of Q4 2024.

  • Dorchester Wealth Management reported no remaining Mettler-Toledo International position as of Q4 2024 after selling out during the quarter.
  • Dorchester Wealth Management sold 2,065 Mettler-Toledo International shares in Q4 2024, an estimated $3.1M.
  • Dorchester Wealth Management first reported a position in Mettler-Toledo International in Q2 2022 and held it in 10 quarters.
  • Dorchester Wealth Management's Mettler-Toledo International position peaked at $3.5M in Q1 2023.
  • 811 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.