HHGA
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Halbert Hargrove Global Advisors’s Mettler-Toledo International MTD Stock Holding History

Halbert Hargrove Global 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
2022
Q1 		– Sell
-122
Closed -$207K – 177
2021
Q4 		$207K Buy
+122
New +$184K 0.01% 159
2016
Q1 		– Sell
-721
Closed -$245K – 93
2015
Q4 		$245K Sell
721
-32
-4% -$10.3K 0.11% 82
2015
Q3 		$214K Sell
753
-847
-53% -$268K 0.11% 90
2015
Q2 		$546K Sell
1,600
-34
-2% -$11.2K 0.13% 71
2015
Q1 		$537K Buy
1,634
+649
+66% +$201K 0.17% 77
2014
Q4 		$298K Buy
985
+30
+3% +$8.25K 0.15% 85
2014
Q3 		$245K Buy
+955
New +$250K 0.07% 119

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return