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Milestone Investment Advisors’s Mettler-Toledo International MTD Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-57
Closed -$63.2K – 323
2023
Q3 		$63.2K Buy
+57
New +$69.8K 0.02% 178
2023
Q2 		– Sell
-57
Closed -$87.2K – 318
2023
Q1 		$87.2K Buy
+57
New +$85.6K 0.03% 158

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Milestone Investment Advisors's MTD Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Mettler-Toledo International (MTD) in Q4 2023, closing a stake of 57 shares — an estimated $63.2K sold.

Milestone Investment Advisors first reported a position in MTD in Q1 2023 and held it in 2 quarters. The position peaked at $87.2K in Q1 2023. 762 funds tracked by Wall St. Rank hold MTD as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Mettler-Toledo International position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 57 Mettler-Toledo International shares in Q4 2023, an estimated $63.2K.
  • Milestone Investment Advisors first reported a position in Mettler-Toledo International in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Mettler-Toledo International position peaked at $87.2K in Q1 2023.
  • 762 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.