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

Evermay 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
2023
Q4 		– Sell
-1
Closed -$1.11K – 687
2023
Q3 		$1.11K Hold
1
– – ﹤0.01% 522
2023
Q2 		$1.31K Hold
1
– – ﹤0.01% 514
2023
Q1 		$1.53K Hold
1
– – ﹤0.01% 486
2022
Q4 		$1.45K Hold
1
– – ﹤0.01% 501
2022
Q3 		$1K Hold
1
– – ﹤0.01% 501
2022
Q2 		$1K Buy
+1
New +$1.26K ﹤0.01% 494

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Evermay Wealth Management's MTD Position: Q4 2023 in Review

Evermay Wealth Management sold out of Mettler-Toledo International (MTD) in Q4 2023, closing a stake of 1 share — an estimated $1.11K sold.

Evermay Wealth Management first reported a position in MTD in Q2 2022 and held it in 6 quarters. The position peaked at $1.53K in Q1 2023. 764 funds tracked by Wall St. Rank hold MTD as of Q4 2023.

  • Evermay Wealth Management reported no remaining Mettler-Toledo International position as of Q4 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 1 Mettler-Toledo International share in Q4 2023, an estimated $1.11K.
  • Evermay Wealth Management first reported a position in Mettler-Toledo International in Q2 2022 and held it in 6 quarters.
  • Evermay Wealth Management's Mettler-Toledo International position peaked at $1.53K in Q1 2023.
  • 764 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2023.

Based on Evermay Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.