Marshall Financial Group (Maryland)’s Mettler-Toledo International MTD Stock Holding History

Marshall Financial Group (Maryland)’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	–	Sell	-176	Closed	-$231K	–	169
2023 Q2	$231K	Sell	176 -26	-13%	-$36.6K	0.08%	158
2023 Q1	$309K	Sell	202 -629	-76%	-$945K	0.11%	146
2022 Q4	$1.2M	Buy	831 +34	+4%	+$45.5K	0.47%	66
2022 Q3	$864K	Sell	797 -1	-0.1%	-$1.24K	0.36%	84
2022 Q2	$917K	Sell	798 -44	-5%	-$55.3K	0.37%	80
2022 Q1	$1.16M	Buy	842 +4	+0.5%	+$5.77K	0.47%	74
2021 Q4	$1.42M	Buy	838 +13	+2%	+$19.7K	0.52%	56
2021 Q3	$1.14M	Buy	825 +29	+4%	+$43.6K	0.59%	49
2021 Q2	$1.1M	Sell	796 -262	-25%	-$338K	0.6%	46
2021 Q1	$1.22M	Buy	1,058 +25	+2%	+$29K	0.73%	46
2020 Q4	$1.18M	Buy	+1,033	New	+$1.13M	0.77%	48

Other funds holding MTD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return