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Next Financial Group’s Mettler-Toledo International MTD Stock Holding History

Next Financial Group’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
2021
Q4 		$643K Buy
379
+154
+68% +$233K 0.04% 446
2021
Q3 		$310K Buy
225
+1
+0.4% +$1.5K 0.02% 645
2021
Q2 		$310K Buy
224
+3
+1% +$3.87K 0.02% 662
2021
Q1 		$255K Buy
221
+7
+3% +$8.11K 0.02% 679
2020
Q4 		$243K Sell
214
-7
-3% -$7.68K 0.02% 643
2020
Q3 		$214K Buy
+221
New +$205K 0.02% 594
2020
Q2 		– Sell
-244
Closed -$168K – 1400
2020
Q1 		$168K Sell
244
-45
-16% -$33.6K 0.02% 595
2019
Q4 		$229K Sell
289
-10
-3% -$7.22K 0.02% 649
2019
Q3 		$211K Sell
299
-55
-16% -$40.4K 0.02% 656
2019
Q2 		$297K Sell
354
-3
-0.8% -$2.26K 0.03% 523
2019
Q1 		$258K Buy
+357
New +$232K 0.07% 301
2018
Q4 		– Sell
-1
Closed -$1K – 2040
2018
Q3 		$1K Buy
+1
New +$588 ﹤0.01% 1408
2017
Q4 		– Sell
-1
Closed -$1K – 971
2017
Q3 		$1K Buy
+1
New +$600 ﹤0.01% 1696

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Next Financial Group's MTD Position: Q4 2021 in Review

Next Financial Group increased its Mettler-Toledo International (MTD) stake by 68% in Q4 2021, buying an estimated $233K and bringing the position to 379 shares worth $643K. The position accounts for 0.04% of the portfolio, ranked #446.

Next Financial Group first reported a position in MTD in Q3 2017 and has held it in 13 quarters since. 773 funds tracked by Wall St. Rank hold MTD as of Q4 2021.

  • Next Financial Group held 379 shares of Mettler-Toledo International worth $643K as of Q4 2021.
  • Next Financial Group bought 154 Mettler-Toledo International shares in Q4 2021, an estimated $233K.
  • Mettler-Toledo International made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #446 holding.
  • Next Financial Group first reported a position in Mettler-Toledo International in Q3 2017 and has held it in 13 quarters since.
  • 773 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.