Marsico Capital Management’s Mettler-Toledo International MTD Stock Holding History

Marsico Capital 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
2023 Q3	–	Sell	-9,040	Closed	-$11.9M	–	69
2023 Q2	$11.9M	Hold	9,040	–	–	0.47%	31
2023 Q1	$13.8M	Hold	9,040	–	–	0.65%	31
2022 Q4	$13.1M	Sell	9,040 -241	-3%	-$323K	0.68%	30
2022 Q3	$10.1M	Buy	9,281 +5,924	+176%	+$7.36M	0.54%	34
2022 Q2	$3.86M	Hold	3,357	–	–	0.19%	61
2022 Q1	$4.61M	Hold	3,357	–	–	0.16%	71
2021 Q4	$5.7M	Hold	3,357	–	–	0.17%	69
2021 Q3	$4.62M	Hold	3,357	–	–	0.14%	76
2021 Q2	$4.65M	Hold	3,357	–	–	0.12%	71
2021 Q1	$3.88M	Sell	3,357 -9,663	-74%	-$11.2M	0.1%	77
2020 Q4	$14.8M	Sell	13,020 -4,237	-25%	-$4.65M	0.38%	43
2020 Q3	$16.7M	Buy	17,257 +3,188	+23%	+$2.96M	0.46%	37
2020 Q2	$11.3M	Buy	14,069 +2,521	+22%	+$1.88M	0.36%	37
2020 Q1	$7.97M	Buy	+11,548	New	+$8.62M	0.34%	35

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

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

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

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

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

Marsico Capital Management's MTD Position: Q3 2023 in Review

Marsico Capital Management sold out of Mettler-Toledo International (MTD) in Q3 2023, closing a stake of 9,040 shares — an estimated $11.9M sold.

Marsico Capital Management first reported a position in MTD in Q1 2020 and held it in 14 quarters. The position peaked at $16.7M in Q3 2020. 733 funds tracked by Wall St. Rank hold MTD as of Q3 2023.

Marsico Capital Management reported no remaining Mettler-Toledo International position as of Q3 2023 after selling out during the quarter.
Marsico Capital Management sold 9,040 Mettler-Toledo International shares in Q3 2023, an estimated $11.9M.
Marsico Capital Management first reported a position in Mettler-Toledo International in Q1 2020 and held it in 14 quarters.
Marsico Capital Management's Mettler-Toledo International position peaked at $16.7M in Q3 2020.
733 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2023.

Based on Marsico Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.