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Lowell Blake & Associates’s Mettler-Toledo International MTD Stock Holding History

Lowell Blake & Associates’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
2023
Q3 		$2.89M Buy
2,605
+879
+51% +$1.08M 0.81% 30
2023
Q2 		$2.26M Sell
1,726
-3
-0.2% -$4.22K 0.66% 29
2023
Q1 		$2.65M Sell
1,729
-5
-0.3% -$7.51K 0.83% 28
2022
Q4 		$2.51M Buy
1,734
+134
+8% +$179K 0.84% 29
2022
Q3 		$1.74M Buy
1,600
+197
+14% +$245K 0.68% 30
2022
Q2 		$1.61M Sell
1,403
-597
-30% -$750K 0.62% 31
2022
Q1 		$2.75M Buy
2,000
+62
+3% +$89.5K 1.04% 30
2021
Q4 		$3.29M Buy
1,938
+120
+7% +$181K 1.29% 26
2021
Q3 		$2.5M Hold
1,818
– – 1.16% 30
2021
Q2 		$2.52M Buy
1,818
+68
+4% +$87.7K 1.16% 29
2021
Q1 		$2.02M Buy
1,750
+98
+6% +$114K 1.03% 33
2020
Q4 		$1.88M Buy
1,652
+79
+5% +$86.6K 1.39% 27
2020
Q3 		$1.52M Buy
1,573
+24
+2% +$22.3K 1.22% 28
2020
Q2 		$1.25M Buy
1,549
+100
+7% +$74.4K 1.19% 30
2020
Q1 		$1M Hold
1,449
– – 1.28% 29
2019
Q4 		$1.15M Buy
+1,449
New +$1.05M 1.27% 30

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Lowell Blake & Associates's MTD Position: Q3 2023 in Review

Lowell Blake & Associates increased its Mettler-Toledo International (MTD) stake by 51% in Q3 2023, buying an estimated $1.08M and bringing the position to 2,605 shares worth $2.89M. The position accounts for 0.81% of the portfolio, ranked #30.

Lowell Blake & Associates first reported a position in MTD in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.29M in Q4 2021. 735 funds tracked by Wall St. Rank hold MTD as of Q3 2023.

  • Lowell Blake & Associates held 2,605 shares of Mettler-Toledo International worth $2.89M as of Q3 2023.
  • Lowell Blake & Associates bought 879 Mettler-Toledo International shares in Q3 2023, an estimated $1.08M.
  • Mettler-Toledo International made up 0.81% of Lowell Blake & Associates's portfolio in Q3 2023, its #30 holding.
  • Lowell Blake & Associates first reported a position in Mettler-Toledo International in Q4 2019 and has held it in 16 quarters since.
  • Lowell Blake & Associates's Mettler-Toledo International position peaked at $3.29M in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2023.

Based on Lowell Blake & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.