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Personal CFO Solutions’s Mettler-Toledo International MTD Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-472
Closed -$523K – 538
2023
Q3 		$523K Buy
472
+10
+2% +$12.3K 0.1% 188
2023
Q2 		$605K Buy
462
+12
+3% +$16.9K 0.12% 165
2023
Q1 		$688K Sell
450
-29
-6% -$43.6K 0.14% 141
2022
Q4 		$692K Sell
479
-1
-0.2% -$1.34K 0.15% 138
2022
Q3 		$520K Sell
480
-251
-34% -$312K 0.13% 149
2022
Q2 		$840K Sell
731
-16
-2% -$20.1K 0.2% 86
2022
Q1 		$1.03M Buy
747
+10
+1% +$14.4K 0.2% 99
2021
Q4 		$1.25M Buy
737
+18
+3% +$27.2K 0.23% 88
2021
Q3 		$990K Sell
719
-21
-3% -$31.6K 0.2% 104
2021
Q2 		$1.02M Sell
740
-149
-17% -$192K 0.21% 94
2021
Q1 		$1.03M Buy
889
+2
+0.2% +$2.32K 0.22% 93
2020
Q4 		$1.01M Sell
887
-70
-7% -$76.8K 0.25% 94
2020
Q3 		$1M Sell
957
-1
-0.1% -$928 0.33% 99
2020
Q2 		$772K Buy
958
+64
+7% +$47.6K 0.23% 91
2020
Q1 		$617K Sell
894
-88
-9% -$65.7K 0.22% 100
2019
Q4 		$777K Buy
982
+5
+0.5% +$3.61K 0.22% 97
2019
Q3 		$689K Buy
+977
New +$717K 0.27% 87

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Personal CFO Solutions's MTD Position: Q4 2023 in Review

Personal CFO Solutions sold out of Mettler-Toledo International (MTD) in Q4 2023, closing a stake of 472 shares — an estimated $523K sold.

Personal CFO Solutions first reported a position in MTD in Q3 2019 and held it in 17 quarters. The position peaked at $1.25M in Q4 2021. 764 funds tracked by Wall St. Rank hold MTD as of Q4 2023.

  • Personal CFO Solutions reported no remaining Mettler-Toledo International position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 472 Mettler-Toledo International shares in Q4 2023, an estimated $523K.
  • Personal CFO Solutions first reported a position in Mettler-Toledo International in Q3 2019 and held it in 17 quarters.
  • Personal CFO Solutions's Mettler-Toledo International position peaked at $1.25M in Q4 2021.
  • 764 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.