Janiczek Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Janiczek Wealth 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
2023 Q4	–	Sell	-3	Closed	-$3.33K	–	1157
2023 Q3	$3.33K	Hold	3	–	–	﹤0.01%	770
2023 Q2	$3.94K	Hold	3	–	–	﹤0.01%	686
2023 Q1	$4.73K	Hold	3	–	–	﹤0.01%	670
2022 Q4	$4.61K	Hold	3	–	–	﹤0.01%	662
2022 Q3	$3K	Hold	3	–	–	﹤0.01%	727
2022 Q2	$4K	Sell	3 -1	-25%	-$1.26K	﹤0.01%	704
2022 Q1	$5K	Hold	4	–	–	﹤0.01%	667
2021 Q4	$7K	Hold	4	–	–	﹤0.01%	645
2021 Q3	$6K	Hold	4	–	–	﹤0.01%	668
2021 Q2	$6K	Hold	4	–	–	﹤0.01%	641
2021 Q1	$5K	Sell	4 -2	-33%	-$2.32K	﹤0.01%	643
2020 Q4	$7K	Buy	6 +5	+500%	+$5.48K	﹤0.01%	526
2020 Q3	$1K	Buy	+1	New	+$928	﹤0.01%	593

Other funds holding MTD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Janiczek Wealth Management's MTD Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Mettler-Toledo International (MTD) in Q4 2023, closing a stake of 3 shares — an estimated $3.33K sold.

Janiczek Wealth Management first reported a position in MTD in Q3 2020 and held it in 13 quarters. The position peaked at $7K in Q4 2021. 764 funds tracked by Wall St. Rank hold MTD as of Q4 2023.

Janiczek Wealth Management reported no remaining Mettler-Toledo International position as of Q4 2023 after selling out during the quarter.
Janiczek Wealth Management sold 3 Mettler-Toledo International shares in Q4 2023, an estimated $3.33K.
Janiczek Wealth Management first reported a position in Mettler-Toledo International in Q3 2020 and held it in 13 quarters.
Janiczek Wealth Management's Mettler-Toledo International position peaked at $7K in Q4 2021.
764 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.