Kaizen Advisory’s Mettler-Toledo International MTD Stock Holding History

Kaizen 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
2018 Q4	$39K	Buy	69 +10	+17%	+$5.81K	0.03%	375
2018 Q3	$36K	Hold	59	–	–	0.02%	403
2018 Q2	$34K	Buy	59 +34	+136%	+$19.4K	0.02%	416
2018 Q1	$14K	Hold	25	–	–	0.01%	406
2017 Q4	$15K	Buy	+25	New	+$16K	0.01%	382

Other funds holding MTD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kaizen Advisory's MTD Position: Q4 2018 in Review

Kaizen Advisory increased its Mettler-Toledo International (MTD) stake by 17% in Q4 2018, buying an estimated $5.81K and bringing the position to 69 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #375.

Kaizen Advisory first reported a position in MTD in Q4 2017 and has held it in 5 quarters since. 524 funds tracked by Wall St. Rank hold MTD as of Q4 2018.

Kaizen Advisory held 69 shares of Mettler-Toledo International worth $39K as of Q4 2018.
Kaizen Advisory bought 10 Mettler-Toledo International shares in Q4 2018, an estimated $5.81K.
Mettler-Toledo International made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #375 holding.
Kaizen Advisory first reported a position in Mettler-Toledo International in Q4 2017 and has held it in 5 quarters since.
524 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.