FIM
MTD icon

Fernwood Investment Management’s Mettler-Toledo International MTD Stock Holding History

Fernwood Investment 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 		$319K Hold
261
– – 0.11% 130
2024
Q3 		$391K Hold
261
– – 0.13% 137
2024
Q2 		$365K Hold
261
– – 0.11% 143
2024
Q1 		$347K Sell
261
-29
-10% -$35.8K 0.1% 153
2023
Q4 		$352K Hold
290
– – 0.12% 140
2023
Q3 		$321K Sell
290
-10
-3% -$12.3K 0.12% 140
2023
Q2 		$393K Hold
300
– – 0.14% 135
2023
Q1 		$459K Sell
300
-10
-3% -$15K 0.18% 121
2022
Q4 		$448K Sell
310
-14
-4% -$18.7K 0.19% 121
2022
Q3 		$351K Sell
324
-3
-0.9% -$3.73K 0.15% 132
2022
Q2 		$376K Hold
327
– – 0.16% 132
2022
Q1 		$449K Hold
327
– – 0.16% 133
2021
Q4 		$555K Hold
327
– – 0.18% 127
2021
Q3 		$450K Sell
327
-3
-0.9% -$4.52K 0.15% 138
2021
Q2 		$457K Hold
330
– – 0.15% 135
2021
Q1 		$381K Hold
330
– – 0.14% 142
2020
Q4 		$376K Hold
330
– – 0.15% 139
2020
Q3 		$319K Hold
330
– – 0.15% 134
2020
Q2 		$266K Hold
330
– – 0.13% 137
2020
Q1 		$228K Sell
330
-10
-3% -$7.46K 0.15% 130
2019
Q4 		$270K Sell
340
-10
-3% -$7.22K 0.13% 127
2019
Q3 		$247K Hold
350
– – 0.12% 158
2019
Q2 		$294K Hold
350
– – 0.16% 115
2019
Q1 		$253K Buy
+350
New +$228K 0.14% 131
2018
Q4 		– Sell
-350
Closed -$213K – 165
2018
Q3 		$213K Hold
350
– – 0.11% 151
2018
Q2 		$203K Hold
350
– – 0.11% 149
2018
Q1 		$201K Sell
350
-100
-22% -$62.9K 0.11% 137
2017
Q4 		$279K Hold
450
– – 0.15% 125
2017
Q3 		$282K Hold
450
– – 0.18% 115
2017
Q2 		$265K Buy
450
+25
+6% +$13.7K 0.19% 113
2017
Q1 		$204K Buy
+425
New +$194K 0.16% 123

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

Fernwood Investment Management's MTD Position: Q4 2024 in Review

Fernwood Investment Management held its Mettler-Toledo International (MTD) position steady in Q4 2024 at 261 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #130.

Fernwood Investment Management first reported a position in MTD in Q1 2017 and has held it in 31 quarters since. The position peaked at $555K in Q4 2021. 812 funds tracked by Wall St. Rank hold MTD as of Q4 2024.

  • Fernwood Investment Management held 261 shares of Mettler-Toledo International worth $319K as of Q4 2024.
  • Fernwood Investment Management left its Mettler-Toledo International share count unchanged in Q4 2024.
  • Mettler-Toledo International made up 0.11% of Fernwood Investment Management's portfolio in Q4 2024, its #130 holding.
  • Fernwood Investment Management first reported a position in Mettler-Toledo International in Q1 2017 and has held it in 31 quarters since.
  • Fernwood Investment Management's Mettler-Toledo International position peaked at $555K in Q4 2021.
  • 812 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.