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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
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 $3.38T AUM 44.17% 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

Marshall Financial Group (Maryland)'s MTD Position: Q3 2023 in Review

Marshall Financial Group (Maryland) sold out of Mettler-Toledo International (MTD) in Q3 2023, closing a stake of 176 shares — an estimated $231K sold.

Marshall Financial Group (Maryland) first reported a position in MTD in Q4 2020 and held it in 11 quarters. The position peaked at $1.42M in Q4 2021. 735 funds tracked by Wall St. Rank hold MTD as of Q3 2023.

  • Marshall Financial Group (Maryland) reported no remaining Mettler-Toledo International position as of Q3 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 176 Mettler-Toledo International shares in Q3 2023, an estimated $231K.
  • Marshall Financial Group (Maryland) first reported a position in Mettler-Toledo International in Q4 2020 and held it in 11 quarters.
  • Marshall Financial Group (Maryland)'s Mettler-Toledo International position peaked at $1.42M in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2023, filed 19 Oct 2023.