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Personal Capital Advisors’s Mettler-Toledo International MTD Stock Holding History

Personal Capital Advisors’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
Q4 		$1.03M Sell
716
-67
-9% -$89.7K 0.01% 236
2022
Q3 		$849K Sell
783
-1
-0.1% -$1.24K ﹤0.01% 243
2022
Q2 		$901K Sell
784
-80
-9% -$101K ﹤0.01% 239
2022
Q1 		$1.19M Sell
864
-1
-0.1% -$1.44K 0.01% 239
2021
Q4 		$1.47M Hold
865
– – 0.01% 242
2021
Q3 		$1.19M Buy
865
+1
+0.1% +$1.5K 0.01% 245
2021
Q2 		$1.2M Sell
864
-184
-18% -$237K 0.01% 248
2021
Q1 		$1.21M Sell
1,048
-30
-3% -$34.8K 0.01% 245
2020
Q4 		$1.23M Sell
1,078
-116
-10% -$127K 0.01% 240
2020
Q3 		$1.15M Sell
1,194
-140
-10% -$130K 0.01% 245
2020
Q2 		$1.07M Sell
1,334
-298
-18% -$222K 0.01% 228
2020
Q1 		$1.13M Buy
1,632
+1,260
+339% +$940K 0.01% 221
2019
Q4 		$295K Sell
372
-7
-2% -$5.05K ﹤0.01% 327
2019
Q3 		$266K Buy
379
+5
+1% +$3.67K ﹤0.01% 308
2019
Q2 		$314K Sell
374
-16
-4% -$12.1K ﹤0.01% 270
2019
Q1 		$282K Buy
390
+16
+4% +$10.4K ﹤0.01% 277
2018
Q4 		$212K Buy
374
+6
+2% +$3.48K ﹤0.01% 290
2018
Q3 		$224K Hold
368
– – ﹤0.01% 281
2018
Q2 		$213K Buy
368
+17
+5% +$9.7K ﹤0.01% 270
2018
Q1 		$202K Sell
351
-5
-1% -$3.14K ﹤0.01% 253
2017
Q4 		$221K Buy
356
+6
+2% +$3.84K ﹤0.01% 239
2017
Q3 		$219K Hold
350
– – ﹤0.01% 212
2017
Q2 		$206K Buy
+350
New +$192K ﹤0.01% 213

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal Capital Advisors's MTD Position: Q4 2022 in Review

Personal Capital Advisors reduced its Mettler-Toledo International (MTD) stake by 8.6% in Q4 2022, selling an estimated $89.7K and leaving 716 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #236.

Personal Capital Advisors first reported a position in MTD in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.47M in Q4 2021. 739 funds tracked by Wall St. Rank hold MTD as of Q4 2022.

  • Personal Capital Advisors held 716 shares of Mettler-Toledo International worth $1.03M as of Q4 2022.
  • Personal Capital Advisors sold 67 Mettler-Toledo International shares in Q4 2022, an estimated $89.7K.
  • Mettler-Toledo International made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #236 holding.
  • Personal Capital Advisors first reported a position in Mettler-Toledo International in Q2 2017 and has held it in 23 quarters since.
  • Personal Capital Advisors's Mettler-Toledo International position peaked at $1.47M in Q4 2021.
  • 739 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.