LIWM
MTD icon

Long Island Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Long Island Wealth 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
Q1 		– Sell
-1
Closed -$1K – 283
2023
Q4 		$1K Buy
+1
New +$1.08K ﹤0.01% 396

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Long Island Wealth Management's MTD Position: Q1 2024 in Review

Long Island Wealth Management sold out of Mettler-Toledo International (MTD) in Q1 2024, closing a stake of 1 share — an estimated $1K sold.

Long Island Wealth Management first reported a position in MTD in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 780 funds tracked by Wall St. Rank hold MTD as of Q1 2024.

  • Long Island Wealth Management reported no remaining Mettler-Toledo International position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 1 Mettler-Toledo International share in Q1 2024, an estimated $1K.
  • Long Island Wealth Management first reported a position in Mettler-Toledo International in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Mettler-Toledo International position peaked at $1K in Q4 2023.
  • 780 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.