Geller Advisors’s Mettler-Toledo International MTD Stock Holding History

Geller Advisors’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	$337K	Buy	275 +6	+2%	+$7.83K	0.02%	185
2024 Q3	$403K	Sell	269 -3	-1%	-$4.21K	0.03%	167
2024 Q2	$380K	Sell	272 -693	-72%	-$948K	0.03%	176
2024 Q1	$1.28M	Sell	965 -423	-30%	-$521K	0.1%	55
2023 Q4	$1.68M	Buy	1,388 +1,146	+474%	+$1.24M	0.16%	38
2023 Q3	$268K	Buy	+242	New	+$297K	0.03%	203
2020 Q2	–	Sell	-532	Closed	-$367K	–	94
2020 Q1	$367K	Buy	+532	New	+$397K	0.11%	35

Other funds holding MTD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geller Advisors's MTD Position: Q4 2024 in Review

Geller Advisors increased its Mettler-Toledo International (MTD) stake by 2.2% in Q4 2024, buying an estimated $7.83K and bringing the position to 275 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #185.

Geller Advisors first reported a position in MTD in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2023. 811 funds tracked by Wall St. Rank hold MTD as of Q4 2024.

Geller Advisors held 275 shares of Mettler-Toledo International worth $337K as of Q4 2024.
Geller Advisors bought 6 Mettler-Toledo International shares in Q4 2024, an estimated $7.83K.
Mettler-Toledo International made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #185 holding.
Geller Advisors first reported a position in Mettler-Toledo International in Q1 2020 and has held it in 7 quarters since.
Geller Advisors's Mettler-Toledo International position peaked at $1.68M in Q4 2023.
811 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.