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Gladstone Institutional Advisory’s Mettler-Toledo International MTD Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-168
Closed -$235K – 714
2024
Q2 		$235K Sell
168
-33
-16% -$45.1K 0.01% 589
2024
Q1 		$268K Sell
201
-583
-74% -$719K 0.01% 553
2023
Q4 		$951K Sell
784
-779
-50% -$842K 0.05% 294
2023
Q3 		$1.73M Buy
1,563
+561
+56% +$687K 0.11% 200
2023
Q2 		$1.31M Buy
+1,002
New +$1.41M 0.08% 239

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Gladstone Institutional Advisory's MTD Position: Q3 2024 in Review

Gladstone Institutional Advisory sold out of Mettler-Toledo International (MTD) in Q3 2024, closing a stake of 168 shares — an estimated $235K sold.

Gladstone Institutional Advisory first reported a position in MTD in Q2 2023 and held it in 5 quarters. The position peaked at $1.73M in Q3 2023. 789 funds tracked by Wall St. Rank hold MTD as of Q3 2024.

  • Gladstone Institutional Advisory reported no remaining Mettler-Toledo International position as of Q3 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 168 Mettler-Toledo International shares in Q3 2024, an estimated $235K.
  • Gladstone Institutional Advisory first reported a position in Mettler-Toledo International in Q2 2023 and held it in 5 quarters.
  • Gladstone Institutional Advisory's Mettler-Toledo International position peaked at $1.73M in Q3 2023.
  • 789 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2024, filed 28 Oct 2024.