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Kore Private Wealth’s Mettler-Toledo International MTD Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-2
Closed -$1K – 782
2020
Q2 		$1K Sell
2
-18
-90% -$13.4K ﹤0.01% 1113
2020
Q1 		$14K Buy
20
+9
+82% +$6.71K ﹤0.01% 642
2019
Q4 		$9K Buy
+11
New +$7.94K ﹤0.01% 766
2019
Q2 		– Sell
-17
Closed -$12K – 587
2019
Q1 		$12K Sell
17
-73
-81% -$47.5K ﹤0.01% 599
2018
Q4 		$51K Buy
+90
New +$52.3K 0.01% 368

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kore Private Wealth's MTD Position: Q3 2020 in Review

Kore Private Wealth sold out of Mettler-Toledo International (MTD) in Q3 2020, closing a stake of 2 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in MTD in Q4 2018 and held it in 5 quarters. The position peaked at $51K in Q4 2018. 613 funds tracked by Wall St. Rank hold MTD as of Q3 2020.

  • Kore Private Wealth reported no remaining Mettler-Toledo International position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 2 Mettler-Toledo International shares in Q3 2020, an estimated $1K.
  • Kore Private Wealth first reported a position in Mettler-Toledo International in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Mettler-Toledo International position peaked at $51K in Q4 2018.
  • 613 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.