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Optimal Asset Management’s Mettler-Toledo International MTD Stock Holding History

Optimal Asset 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
2021
Q3 		$5.39M Buy
3,912
+9
+0.2% +$13.5K 0.67% 30
2021
Q2 		$5.41M Hold
3,903
– – 0.64% 31
2021
Q1 		$4.51M Buy
3,903
+2,200
+129% +$2.55M 0.59% 45
2020
Q4 		$1.94M Hold
1,703
– – 0.28% 121
2020
Q3 		$1.65M Buy
1,703
+599
+54% +$556K 0.24% 139
2020
Q2 		$889K Buy
1,104
+304
+38% +$226K 0.14% 232
2020
Q1 		$552 Buy
+800
New +$597K 0.05% 345

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Optimal Asset Management's MTD Position: Q3 2021 in Review

Optimal Asset Management increased its Mettler-Toledo International (MTD) stake by 0.23% in Q3 2021, buying an estimated $13.5K and bringing the position to 3,912 shares worth $5.39M. The position accounts for 0.67% of the portfolio, ranked #30.

Optimal Asset Management first reported a position in MTD in Q1 2020 and has held it in 7 quarters since. The position peaked at $5.41M in Q2 2021. 719 funds tracked by Wall St. Rank hold MTD as of Q3 2021.

  • Optimal Asset Management held 3,912 shares of Mettler-Toledo International worth $5.39M as of Q3 2021.
  • Optimal Asset Management bought 9 Mettler-Toledo International shares in Q3 2021, an estimated $13.5K.
  • Mettler-Toledo International made up 0.67% of Optimal Asset Management's portfolio in Q3 2021, its #30 holding.
  • Optimal Asset Management first reported a position in Mettler-Toledo International in Q1 2020 and has held it in 7 quarters since.
  • Optimal Asset Management's Mettler-Toledo International position peaked at $5.41M in Q2 2021.
  • 719 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.