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Morton Brown Family Wealth’s Mettler-Toledo International MTD Stock Holding History

Morton Brown Family Wealth’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
Q3 		– Sell
-1
Closed -$1K – 297
2022
Q2 		$1K Buy
+1
New +$1.26K ﹤0.01% 242
2022
Q1 		– Sell
-1
Closed -$2K – 185
2021
Q4 		$2K Buy
+1
New +$1.51K ﹤0.01% 170

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Morton Brown Family Wealth's MTD Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Mettler-Toledo International (MTD) in Q3 2022, closing a stake of 1 share — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in MTD in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 709 funds tracked by Wall St. Rank hold MTD as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining Mettler-Toledo International position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 1 Mettler-Toledo International share in Q3 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Mettler-Toledo International in Q4 2021 and held it in 2 quarters.
  • Morton Brown Family Wealth's Mettler-Toledo International position peaked at $2K in Q4 2021.
  • 709 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.