Echo Street Capital Management’s Mettler-Toledo International MTD Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-101,839	Closed	-$113M	–	279
2023 Q3	$113M	Sell	101,839 -13,231	-11%	-$16.2M	1.05%	36
2023 Q2	$151M	Sell	115,070 -53,339	-32%	-$75M	1.29%	29
2023 Q1	$258M	Sell	168,409 -1,437	-0.8%	-$2.16M	2.32%	6
2022 Q4	$246M	Buy	169,846 +8,815	+5%	+$11.8M	2.38%	5
2022 Q3	$175M	Buy	161,031 +26,008	+19%	+$32.3M	1.67%	10
2022 Q2	$155M	Buy	135,023 +1,490	+1%	+$1.87M	1.41%	17
2022 Q1	$183M	Buy	133,533 +10,870	+9%	+$15.7M	1.32%	21
2021 Q4	$208M	Sell	122,663 -946	-0.8%	-$1.43M	1.4%	13
2021 Q3	$170M	Buy	123,609 +4,951	+4%	+$7.45M	1.2%	24
2021 Q2	$164M	Buy	118,658 +30,890	+35%	+$39.8M	1.27%	19
2021 Q1	$101M	Buy	87,768 +12,547	+17%	+$14.5M	0.91%	49
2020 Q4	$85.7M	Buy	75,221 +25,474	+51%	+$27.9M	0.86%	57
2020 Q3	$48M	Buy	49,747 +4,366	+10%	+$4.05M	0.83%	66
2020 Q2	$36.6M	Buy	45,381 +5,315	+13%	+$3.95M	0.43%	92
2020 Q1	$27.7M	Buy	+40,066	New	+$29.9M	0.6%	70
2016 Q3	–	Sell	-6,348	Closed	-$2.32M	–	193
2016 Q2	$2.32M	Buy	6,348 +1,643	+35%	+$600K	0.1%	127
2016 Q1	$1.62M	Buy	4,705 +1,437	+44%	+$462K	0.08%	131
2015 Q4	$1.11M	Buy	3,268 +859	+36%	+$276K	0.05%	152
2015 Q3	$686K	Buy	+2,409	New	+$761K	0.03%	171
2014 Q3	–	Sell	-26,310	Closed	-$6.66M	–	157
2014 Q2	$6.66M	Buy	26,310 +8,858	+51%	+$2.13M	0.43%	79
2014 Q1	$4.11M	Buy	+17,452	New	+$4.27M	0.32%	98

Other funds holding MTD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Echo Street Capital Management's MTD Position: Q4 2023 in Review

Echo Street Capital Management sold out of Mettler-Toledo International (MTD) in Q4 2023, closing a stake of 101,839 shares — an estimated $113M sold.

Echo Street Capital Management first reported a position in MTD in Q1 2014 and held it in 21 quarters. The position peaked at $258M in Q1 2023. 764 funds tracked by Wall St. Rank hold MTD as of Q4 2023.

Echo Street Capital Management reported no remaining Mettler-Toledo International position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 101,839 Mettler-Toledo International shares in Q4 2023, an estimated $113M.
Echo Street Capital Management first reported a position in Mettler-Toledo International in Q1 2014 and held it in 21 quarters.
Echo Street Capital Management's Mettler-Toledo International position peaked at $258M in Q1 2023.
764 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.