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

Squar Milner 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
2020 Q2	–	Sell	-140	Closed	-$96K	–	514
2020 Q1	$96K	Buy	140 +26	+23%	+$19.4K	0.06%	274
2019 Q4	$90K	Buy	+114	New	+$82.3K	0.04%	352
2019 Q3	–	Sell	-11	Closed	-$9K	–	527
2019 Q2	$9K	Sell	11 -4	-27%	-$3.02K	0.01%	535
2019 Q1	$10K	Hold	15	–	–	0.01%	523
2018 Q4	$8K	Hold	15	–	–	0.01%	509
2018 Q3	$9K	Hold	15	–	–	0.01%	523
2018 Q2	$9K	Buy	+15	New	+$8.56K	0.01%	617

Other funds holding MTD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Squar Milner Financial Services's MTD Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Mettler-Toledo International (MTD) in Q2 2020, closing a stake of 140 shares — an estimated $96K sold.

Squar Milner Financial Services first reported a position in MTD in Q2 2018 and held it in 7 quarters. The position peaked at $96K in Q1 2020. 593 funds tracked by Wall St. Rank hold MTD as of Q2 2020.

Squar Milner Financial Services reported no remaining Mettler-Toledo International position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 140 Mettler-Toledo International shares in Q2 2020, an estimated $96K.
Squar Milner Financial Services first reported a position in Mettler-Toledo International in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Mettler-Toledo International position peaked at $96K in Q1 2020.
593 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.