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Steward Financial Group’s Mettler-Toledo International MTD Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+2
New +$2.45K ﹤0.01% 1015
2022
Q3 		– Sell
-1
Closed -$1K – 856
2022
Q2 		$1K Buy
+1
New +$1.26K ﹤0.01% 802

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Steward Financial Group's MTD Position: Q3 2023 in Review

Steward Financial Group opened a new position in Mettler-Toledo International (MTD) in Q3 2023: 2 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MTD as recently as Q2 2022.

Steward Financial Group first reported a position in MTD in Q2 2022 and has held it in 2 quarters since. 733 funds tracked by Wall St. Rank hold MTD as of Q3 2023.

  • Steward Financial Group held 2 shares of Mettler-Toledo International worth $2K as of Q3 2023.
  • Mettler-Toledo International was a new Steward Financial Group position in Q3 2023.
  • Mettler-Toledo International made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1015 holding.
  • Steward Financial Group first reported a position in Mettler-Toledo International in Q2 2022 and has held it in 2 quarters since.
  • 733 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.