Newfound Research’s Mettler-Toledo International MTD Stock Holding History

Newfound Research’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	$78K	Buy	72 +5	+7%	+$6.21K	0.19%	61
2022 Q2	$77K	Sell	67 -19	-22%	-$23.9K	0.16%	88
2022 Q1	$118K	Buy	86 +39	+83%	+$56.3K	0.15%	83
2021 Q4	$80K	Buy	47 +6	+15%	+$9.07K	0.1%	109
2021 Q3	$56K	Sell	41 -24	-37%	-$36.1K	0.09%	118
2021 Q2	$90K	Buy	65 +32	+97%	+$41.3K	0.18%	35
2021 Q1	$38K	Sell	33 -82	-71%	-$95K	0.09%	121
2020 Q4	$131K	Buy	115 +81	+238%	+$88.8K	0.34%	26
2020 Q3	$33K	Buy	+34	New	+$31.5K	0.09%	68

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Newfound Research's MTD Position: Q3 2022 in Review

Newfound Research increased its Mettler-Toledo International (MTD) stake by 7.5% in Q3 2022, buying an estimated $6.21K and bringing the position to 72 shares worth $78K. The position accounts for 0.19% of the portfolio, ranked #61.

Newfound Research first reported a position in MTD in Q3 2020 and has held it in 9 quarters since. The position peaked at $131K in Q4 2020. 709 funds tracked by Wall St. Rank hold MTD as of Q3 2022.

Newfound Research held 72 shares of Mettler-Toledo International worth $78K as of Q3 2022.
Newfound Research bought 5 Mettler-Toledo International shares in Q3 2022, an estimated $6.21K.
Mettler-Toledo International made up 0.19% of Newfound Research's portfolio in Q3 2022, its #61 holding.
Newfound Research first reported a position in Mettler-Toledo International in Q3 2020 and has held it in 9 quarters since.
Newfound Research's Mettler-Toledo International position peaked at $131K in Q4 2020.
709 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.