Shelton Capital Management’s Mettler-Toledo International MTD Stock Holding History

Shelton Capital 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
2023 Q2	–	Sell	-146	Closed	-$223K	–	745
2023 Q1	$223K	Buy	146 +3	+2%	+$4.51K	0.01%	626
2022 Q4	$207K	Buy	+143	New	+$191K	0.02%	635
2022 Q2	–	Sell	-146	Closed	-$200K	–	778
2022 Q1	$200K	Hold	146	–	–	0.01%	785
2021 Q4	$248K	Sell	146 -7	-5%	-$10.6K	0.01%	667
2021 Q3	$211K	Hold	153	–	–	0.01%	743
2021 Q2	$212K	Buy	+153	New	+$197K	0.01%	771
2016 Q3	–	Sell	-2,736	Closed	-$998K	–	822
2016 Q2	$998K	Buy	2,736 +2	+0.1%	+$731	0.09%	195
2016 Q1	$943K	Hold	2,734	–	–	0.09%	206
2015 Q4	$927K	Hold	2,734	–	–	0.09%	204
2015 Q3	$778K	Hold	2,734	–	–	0.09%	215
2015 Q2	$934K	Hold	2,734	–	–	0.1%	195
2015 Q1	$899K	Sell	2,734 -244	-8%	-$75.5K	0.1%	209
2014 Q4	$901K	Sell	2,978 -299	-9%	-$82.2K	0.1%	191
2014 Q3	$839K	Hold	3,277	–	–	0.11%	185
2014 Q2	$830K	Hold	3,277	–	–	0.12%	186
2014 Q1	$772K	Hold	3,277	–	–	0.11%	181
2013 Q4	$795K	Sell	3,277 -93	-3%	-$22.7K	0.12%	175
2013 Q3	$809K	Hold	3,370	–	–	0.14%	158
2013 Q2	$678K	Buy	+3,370	New	+$718K	0.12%	176

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Shelton Capital Management's MTD Position: Q2 2023 in Review

Shelton Capital Management sold out of Mettler-Toledo International (MTD) in Q2 2023, closing a stake of 146 shares — an estimated $223K sold.

Shelton Capital Management first reported a position in MTD in Q2 2013 and held it in 19 quarters. The position peaked at $998K in Q2 2016. 760 funds tracked by Wall St. Rank hold MTD as of Q2 2023.

Shelton Capital Management reported no remaining Mettler-Toledo International position as of Q2 2023 after selling out during the quarter.
Shelton Capital Management sold 146 Mettler-Toledo International shares in Q2 2023, an estimated $223K.
Shelton Capital Management first reported a position in Mettler-Toledo International in Q2 2013 and held it in 19 quarters.
Shelton Capital Management's Mettler-Toledo International position peaked at $998K in Q2 2016.
760 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2023.

Based on Shelton Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.