Pathstone Family Office’s Mettler-Toledo International MTD Stock Holding History

Pathstone Family Office’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 Q3	$1.51M	Buy	1,365 +822	+151%	+$1.01M	0.01%	552
2023 Q2	$737K	Buy	543 +4	+0.7%	+$5.62K	0.01%	587
2023 Q1	$854K	Sell	539 -1,521	-74%	-$2.28M	0.01%	496
2022 Q4	$2.32M	Buy	2,060 +755	+58%	+$1.01M	0.02%	464
2022 Q3	$1.41M	Buy	1,305 +981	+303%	+$1.22M	0.01%	567
2022 Q2	$373K	Buy	324 +230	+245%	+$289K	0.01%	696
2022 Q1	$401K	Sell	94 -173	-65%	-$250K	0.01%	632
2021 Q4	$452K	Buy	+267	New	+$404K	0.01%	593
2021 Q1	–	Sell	-49	Closed	-$56K	–	1090
2020 Q4	$56K	Buy	+49	New	+$53.7K	﹤0.01%	493
2019 Q2	–	Sell	-38	Closed	-$28K	–	803
2019 Q1	$28K	Buy	38 +5	+15%	+$3.25K	﹤0.01%	393
2018 Q4	$19K	Buy	+33	New	+$19.2K	0.01%	269
2018 Q2	–	Sell	-3	Closed	-$2K	–	264
2018 Q1	$2K	Buy	+3	New	+$1.89K	﹤0.01%	333

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Pathstone Family Office's MTD Position: Q3 2023 in Review

Pathstone Family Office increased its Mettler-Toledo International (MTD) stake by 151% in Q3 2023, buying an estimated $1.01M and bringing the position to 1,365 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #552.

Pathstone Family Office first reported a position in MTD in Q1 2018 and has held it in 12 quarters since. The position peaked at $2.32M in Q4 2022. 733 funds tracked by Wall St. Rank hold MTD as of Q3 2023.

Pathstone Family Office held 1,365 shares of Mettler-Toledo International worth $1.51M as of Q3 2023.
Pathstone Family Office bought 822 Mettler-Toledo International shares in Q3 2023, an estimated $1.01M.
Mettler-Toledo International made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #552 holding.
Pathstone Family Office first reported a position in Mettler-Toledo International in Q1 2018 and has held it in 12 quarters since.
Pathstone Family Office's Mettler-Toledo International position peaked at $2.32M in Q4 2022.
733 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.