Sowell Financial Services’s Mettler-Toledo International MTD Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-192	Closed	-$249K	–	1904
2021 Q1	$249K	Buy	192 +38	+25%	+$44K	0.01%	928
2020 Q4	$176K	Buy	154 +14	+10%	+$15.4K	0.01%	902
2020 Q3	$135K	Sell	140 -86	-38%	-$79.8K	0.01%	870
2020 Q2	$182K	Sell	226 -278	-55%	-$207K	0.01%	754
2020 Q1	$348K	Sell	504 -214	-30%	-$160K	0.03%	498
2019 Q4	$570K	Buy	718 +64	+10%	+$46.2K	0.04%	414
2019 Q3	$461K	Buy	+654	New	+$480K	0.04%	438
2017 Q1	–	Sell	-12	Closed	-$6K	–	453
2016 Q4	$6K	Buy	+12	New	+$5K	﹤0.01%	524

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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sowell Financial Services's MTD Position: Q2 2021 in Review

Sowell Financial Services sold out of Mettler-Toledo International (MTD) in Q2 2021, closing a stake of 192 shares — an estimated $249K sold.

Sowell Financial Services first reported a position in MTD in Q4 2016 and held it in 8 quarters. The position peaked at $570K in Q4 2019. 705 funds tracked by Wall St. Rank hold MTD as of Q2 2021.

Sowell Financial Services reported no remaining Mettler-Toledo International position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 192 Mettler-Toledo International shares in Q2 2021, an estimated $249K.
Sowell Financial Services first reported a position in Mettler-Toledo International in Q4 2016 and held it in 8 quarters.
Sowell Financial Services's Mettler-Toledo International position peaked at $570K in Q4 2019.
705 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.