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Telemus Capital’s Mettler-Toledo International MTD Stock Holding History

Telemus Capital’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 		$1.18M Sell
969
-23
-2% -$24.9K 0.1% 151
2023
Q3 		$1.1M Buy
992
+124
+14% +$152K 0.1% 144
2023
Q2 		$1.14M Sell
868
-279
-24% -$392K 0.1% 153
2023
Q1 		$1.76M Buy
1,147
+233
+25% +$350K 0.15% 128
2022
Q4 		$1.32M Buy
914
+23
+3% +$30.8K 0.12% 151
2022
Q3 		$966K Buy
891
+39
+5% +$48.5K 0.1% 160
2022
Q2 		$979K Sell
852
-60
-7% -$75.4K 0.09% 172
2022
Q1 		$1.25M Buy
912
+276
+43% +$398K 0.11% 159
2021
Q4 		$1.08M Buy
636
+9
+1% +$13.6K 0.09% 168
2021
Q3 		$864K Buy
627
+44
+8% +$66.2K 0.07% 181
2021
Q2 		$808K Buy
583
+68
+13% +$87.7K 0.06% 195
2021
Q1 		$616K Buy
515
+105
+26% +$122K 0.04% 257
2020
Q4 		$467K Buy
410
+35
+9% +$38.4K 0.03% 267
2020
Q3 		$386K Sell
375
-15
-4% -$13.9K 0.03% 343
2020
Q2 		$319K Buy
390
+22
+6% +$16.4K 0.03% 331
2020
Q1 		$293K Buy
368
+62
+20% +$46.3K 0.02% 312
2019
Q4 		$243K Sell
306
-68
-18% -$49.1K 0.02% 338
2019
Q3 		$263K Sell
374
-61
-14% -$44.8K 0.02% 329
2019
Q2 		$301K Buy
435
+139
+47% +$105K 0.03% 293
2019
Q1 		$214K Buy
+296
New +$192K 0.02% 392

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 $3.37T AUM 44.26% 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

Telemus Capital's MTD Position: Q4 2023 in Review

Telemus Capital reduced its Mettler-Toledo International (MTD) stake by 2.3% in Q4 2023, selling an estimated $24.9K and leaving 969 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #151.

Telemus Capital first reported a position in MTD in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.76M in Q1 2023. 764 funds tracked by Wall St. Rank hold MTD as of Q4 2023.

  • Telemus Capital held 969 shares of Mettler-Toledo International worth $1.18M as of Q4 2023.
  • Telemus Capital sold 23 Mettler-Toledo International shares in Q4 2023, an estimated $24.9K.
  • Mettler-Toledo International made up 0.1% of Telemus Capital's portfolio in Q4 2023, its #151 holding.
  • Telemus Capital first reported a position in Mettler-Toledo International in Q1 2019 and has held it in 20 quarters since.
  • Telemus Capital's Mettler-Toledo International position peaked at $1.76M in Q1 2023.
  • 764 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.