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J.W. Coons Advisors’s Mettler-Toledo International MTD Stock Holding History

J.W. Coons 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
Q3 		– Sell
-183
Closed -$256K – 245
2024
Q2 		$256K Hold
183
– – 0.06% 206
2024
Q1 		$244K Hold
183
– – 0.06% 215
2023
Q4 		$222K Sell
183
-50
-21% -$54.1K 0.06% 221
2023
Q3 		$258K Sell
233
-21
-8% -$25.7K 0.07% 199
2023
Q2 		$333K Hold
254
– – 0.09% 185
2023
Q1 		$389K Buy
254
+5
+2% +$7.51K 0.11% 165
2022
Q4 		$360K Buy
249
+4
+2% +$5.35K 0.11% 168
2022
Q3 		$266K Buy
245
+50
+26% +$62.1K 0.1% 186
2022
Q2 		$223K Sell
195
-92
-32% -$116K 0.08% 220
2022
Q1 		$411K Buy
287
+60
+26% +$86.6K 0.12% 168
2021
Q4 		$386K Sell
227
-17
-7% -$25.7K 0.12% 171
2021
Q3 		$338K Buy
244
+58
+31% +$87.3K 0.12% 168
2021
Q2 		$259K Sell
186
-16
-8% -$20.6K 0.09% 190
2021
Q1 		$236K Sell
202
-15
-7% -$17.4K 0.08% 199
2020
Q4 		$248K Hold
217
– – 0.09% 181
2020
Q3 		$209K Buy
+217
New +$201K 0.09% 189

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 $3.38T AUM 44.17% 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

J.W. Coons Advisors's MTD Position: Q3 2024 in Review

J.W. Coons Advisors sold out of Mettler-Toledo International (MTD) in Q3 2024, closing a stake of 183 shares — an estimated $256K sold.

J.W. Coons Advisors first reported a position in MTD in Q3 2020 and held it in 16 quarters. The position peaked at $411K in Q1 2022. 789 funds tracked by Wall St. Rank hold MTD as of Q3 2024.

  • J.W. Coons Advisors reported no remaining Mettler-Toledo International position as of Q3 2024 after selling out during the quarter.
  • J.W. Coons Advisors sold 183 Mettler-Toledo International shares in Q3 2024, an estimated $256K.
  • J.W. Coons Advisors first reported a position in Mettler-Toledo International in Q3 2020 and held it in 16 quarters.
  • J.W. Coons Advisors's Mettler-Toledo International position peaked at $411K in Q1 2022.
  • 789 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2024.

Based on J.W. Coons Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.