Marks Group Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Marks Group 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
2022 Q1	–	Sell	-198	Closed	-$336K	–	323
2021 Q4	$336K	Sell	198 -5	-2%	-$7.56K	0.04%	263
2021 Q3	$280K	Buy	203 +5	+3%	+$7.53K	0.04%	247
2021 Q2	$274K	Buy	198 +7	+4%	+$9.03K	0.04%	221
2021 Q1	$221K	Buy	191 +3	+2%	+$3.48K	0.03%	230
2020 Q4	$214K	Buy	+188	New	+$206K	0.03%	238

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Marks Group Wealth Management's MTD Position: Q1 2022 in Review

Marks Group Wealth Management sold out of Mettler-Toledo International (MTD) in Q1 2022, closing a stake of 198 shares — an estimated $336K sold.

Marks Group Wealth Management first reported a position in MTD in Q4 2020 and held it in 5 quarters. The position peaked at $336K in Q4 2021. 738 funds tracked by Wall St. Rank hold MTD as of Q1 2022.

Marks Group Wealth Management reported no remaining Mettler-Toledo International position as of Q1 2022 after selling out during the quarter.
Marks Group Wealth Management sold 198 Mettler-Toledo International shares in Q1 2022, an estimated $336K.
Marks Group Wealth Management first reported a position in Mettler-Toledo International in Q4 2020 and held it in 5 quarters.
Marks Group Wealth Management's Mettler-Toledo International position peaked at $336K in Q4 2021.
738 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2022.

Based on Marks Group Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.