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Legacy Wealth Partners (California)’s Mettler-Toledo International MTD Stock Holding History

Legacy Wealth Partners (California)’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
Q1 		– Sell
-830
Closed -$647K – 98
2019
Q4 		$647K Buy
+830
New +$599K 0.47% 45

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Wealth Partners (California)'s MTD Position: Q1 2020 in Review

Legacy Wealth Partners (California) sold out of Mettler-Toledo International (MTD) in Q1 2020, closing a stake of 830 shares — an estimated $647K sold.

Legacy Wealth Partners (California) first reported a position in MTD in Q4 2019 and held it in 1 quarter. The position peaked at $647K in Q4 2019. 573 funds tracked by Wall St. Rank hold MTD as of Q1 2020.

  • Legacy Wealth Partners (California) reported no remaining Mettler-Toledo International position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 830 Mettler-Toledo International shares in Q1 2020, an estimated $647K.
  • Legacy Wealth Partners (California) first reported a position in Mettler-Toledo International in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s Mettler-Toledo International position peaked at $647K in Q4 2019.
  • 573 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2020, filed 15 May 2020.