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JP Morgan Private Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$5.2M Buy
+4,696
New +$5.75M 0.01% 494
2023
Q2 		– Sell
-6,103
Closed -$9.34M – 1750
2023
Q1 		$9.34M Sell
6,103
-350
-5% -$526K 0.02% 446
2022
Q4 		$9.33M Sell
6,453
-447
-6% -$598K 0.02% 430
2022
Q3 		$7.48M Sell
6,900
-1,235
-15% -$1.53M 0.02% 454
2022
Q2 		$9.35M Sell
8,135
-856
-10% -$1.08M 0.02% 415
2022
Q1 		$12.3M Sell
8,991
-1
-0% -$1.44K 0.03% 398
2021
Q4 		$15.3M Buy
8,992
+246
+3% +$372K 0.03% 366
2021
Q3 		$12M Buy
8,746
+224
+3% +$337K 0.03% 392
2021
Q2 		$11.8M Buy
8,522
+322
+4% +$415K 0.03% 395
2021
Q1 		$9.48M Sell
8,200
-131
-2% -$152K 0.03% 380
2020
Q4 		$9.49M Buy
8,331
+484
+6% +$531K 0.03% 367
2020
Q3 		$7.58M Buy
7,847
+1,711
+28% +$1.59M 0.03% 370
2020
Q2 		$4.94M Sell
6,136
-50
-0.8% -$37.2K 0.02% 370
2020
Q1 		$4.27M Buy
6,186
+406
+7% +$303K 0.02% 381
2019
Q4 		$4.58M Buy
5,780
+890
+18% +$643K 0.02% 441
2019
Q3 		$3.44M Sell
4,890
-881
-15% -$647K 0.02% 484
2019
Q2 		$4.85M Buy
5,771
+36
+0.6% +$27.2K 0.03% 392
2019
Q1 		$4.15M Buy
5,735
+937
+20% +$609K 0.02% 444
2018
Q4 		$2.71M Buy
4,798
+223
+5% +$130K 0.02% 507
2018
Q3 		$2.79M Buy
4,575
+3,561
+351% +$2.1M 0.01% 559
2018
Q2 		$586K Buy
1,014
+291
+40% +$166K ﹤0.01% 959
2018
Q1 		$416K Buy
723
+12
+2% +$7.54K ﹤0.01% 932
2017
Q4 		$441K Sell
711
-40
-5% -$25.6K ﹤0.01% 912
2017
Q3 		$470K Sell
751
-181
-19% -$109K ﹤0.01% 870
2017
Q2 		$548K Buy
+932
New +$511K ﹤0.01% 810

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MTD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Mettler-Toledo International (MTD) in Q3 2023: 4,696 shares worth $5.2M. The stake represents 0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in MTD as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in MTD in Q2 2017 and has held it in 25 quarters since. The position peaked at $15.3M in Q4 2021. 734 funds tracked by Wall St. Rank hold MTD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,696 shares of Mettler-Toledo International worth $5.2M as of Q3 2023.
  • Mettler-Toledo International was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Mettler-Toledo International made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #494 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Mettler-Toledo International in Q2 2017 and has held it in 25 quarters since.
  • JP Morgan Private Wealth Advisors's Mettler-Toledo International position peaked at $15.3M in Q4 2021.
  • 734 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.