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

Legacy Wealth Asset 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
2024
Q2 		– Sell
-205
Closed -$273K – 348
2024
Q1 		$273K Sell
205
-363
-64% -$448K 0.08% 312
2023
Q4 		$689K Buy
568
+11
+2% +$11.9K 0.23% 146
2023
Q3 		$617K Sell
557
-37
-6% -$45.3K 0.23% 143
2023
Q2 		$779K Buy
594
+3
+0.5% +$4.22K 0.27% 105
2023
Q1 		$904K Buy
591
+36
+6% +$54.1K 0.33% 90
2022
Q4 		$802K Buy
555
+19
+4% +$25.4K 0.31% 109
2022
Q3 		$581K Sell
536
-523
-49% -$650K 0.25% 137
2022
Q2 		$1.22M Buy
1,059
+67
+7% +$84.2K 0.49% 48
2022
Q1 		$1.36M Buy
992
+65
+7% +$93.8K 0.48% 53
2021
Q4 		$1.57M Buy
927
+232
+33% +$351K 0.53% 29
2021
Q3 		$957K Sell
695
-48
-6% -$72.2K 0.44% 70
2021
Q2 		$1.03M Sell
743
-114
-13% -$147K 0.46% 66
2021
Q1 		$990K Sell
857
-6
-0.7% -$6.95K 0.46% 56
2020
Q4 		$984K Buy
+863
New +$946K 0.5% 42

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Legacy Wealth Asset Management's MTD Position: Q2 2024 in Review

Legacy Wealth Asset Management sold out of Mettler-Toledo International (MTD) in Q2 2024, closing a stake of 205 shares — an estimated $273K sold.

Legacy Wealth Asset Management first reported a position in MTD in Q4 2020 and held it in 14 quarters. The position peaked at $1.57M in Q4 2021. 791 funds tracked by Wall St. Rank hold MTD as of Q2 2024.

  • Legacy Wealth Asset Management reported no remaining Mettler-Toledo International position as of Q2 2024 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 205 Mettler-Toledo International shares in Q2 2024, an estimated $273K.
  • Legacy Wealth Asset Management first reported a position in Mettler-Toledo International in Q4 2020 and held it in 14 quarters.
  • Legacy Wealth Asset Management's Mettler-Toledo International position peaked at $1.57M in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.