SPWM
MTD icon

Spartan Planning & Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Spartan Planning & Wealth 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
Q4 		$26.7K Buy
+22
New +$23.8K 0.03% 157
2022
Q4 		$185K Buy
+128
New +$171K 0.23% 65

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 $3.38T AUM 44.17% 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

Spartan Planning & Wealth Management's MTD Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Mettler-Toledo International (MTD) in Q4 2023: 22 shares worth $26.7K. The stake represents 0.03% of the portfolio and ranks #157 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in MTD as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in MTD in Q4 2022 and has held it in 2 quarters since. The position peaked at $185K in Q4 2022. 764 funds tracked by Wall St. Rank hold MTD as of Q4 2023.

  • Spartan Planning & Wealth Management held 22 shares of Mettler-Toledo International worth $26.7K as of Q4 2023.
  • Mettler-Toledo International was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Mettler-Toledo International made up 0.03% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #157 holding.
  • Spartan Planning & Wealth Management first reported a position in Mettler-Toledo International in Q4 2022 and has held it in 2 quarters since.
  • Spartan Planning & Wealth Management's Mettler-Toledo International position peaked at $185K in Q4 2022.
  • 764 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.