SS
MTD icon

Simplicity Solutions’s Mettler-Toledo International MTD Stock Holding History

Simplicity 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 		$961K Buy
792
+167
+27% +$181K 0.03% 452
2023
Q3 		$693K Sell
625
-340
-35% -$417K 0.02% 516
2023
Q2 		$1.27M Sell
965
-36
-4% -$50.6K 0.03% 405
2023
Q1 		$1.53M Buy
1,001
+356
+55% +$535K 0.04% 375
2022
Q4 		$932K Buy
645
+199
+45% +$266K 0.13% 206
2022
Q3 		$484K Buy
446
+63
+16% +$78.3K 0.07% 324
2022
Q2 		$440K Buy
383
+71
+23% +$89.2K 0.06% 329
2022
Q1 		$428K Sell
312
-434
-58% -$626K 0.05% 338
2021
Q4 		$1.27M Buy
746
+452
+154% +$683K 0.14% 190
2021
Q3 		$405K Buy
294
+50
+20% +$75.3K 0.06% 326
2021
Q2 		$338K Buy
+244
New +$315K 0.07% 339
2017
Q3 		– Sell
-459
Closed -$270K – 321
2017
Q2 		$270K Sell
459
-7
-2% -$3.83K 0.03% 341
2017
Q1 		$223K Sell
466
-17
-4% -$7.77K 0.03% 362
2016
Q4 		$202K Buy
+483
New +$201K 0.05% 327

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Simplicity Solutions's MTD Position: Q4 2023 in Review

Simplicity Solutions increased its Mettler-Toledo International (MTD) stake by 27% in Q4 2023, buying an estimated $181K and bringing the position to 792 shares worth $961K. The position accounts for 0.03% of the portfolio, ranked #452.

Simplicity Solutions first reported a position in MTD in Q4 2016 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2023. 762 funds tracked by Wall St. Rank hold MTD as of Q4 2023.

  • Simplicity Solutions held 792 shares of Mettler-Toledo International worth $961K as of Q4 2023.
  • Simplicity Solutions bought 167 Mettler-Toledo International shares in Q4 2023, an estimated $181K.
  • Mettler-Toledo International made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #452 holding.
  • Simplicity Solutions first reported a position in Mettler-Toledo International in Q4 2016 and has held it in 14 quarters since.
  • Simplicity Solutions's Mettler-Toledo International position peaked at $1.53M in Q1 2023.
  • 762 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.