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Waldron Private Wealth’s Mettler-Toledo International MTD Stock Holding History

Waldron Private Wealth’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
2024
Q4 		– Sell
-164
Closed -$246K – 435
2024
Q3 		$246K Sell
164
-19
-10% -$26.7K 0.01% 358
2024
Q2 		$256K Buy
183
+5
+3% +$6.84K 0.01% 348
2024
Q1 		$237K Buy
178
+6
+3% +$7.4K 0.01% 364
2023
Q4 		$209K Buy
+172
New +$186K 0.01% 386

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Waldron Private Wealth's MTD Position: Q4 2024 in Review

Waldron Private Wealth sold out of Mettler-Toledo International (MTD) in Q4 2024, closing a stake of 164 shares — an estimated $246K sold.

Waldron Private Wealth first reported a position in MTD in Q4 2023 and held it in 4 quarters. The position peaked at $256K in Q2 2024. 813 funds tracked by Wall St. Rank hold MTD as of Q4 2024.

  • Waldron Private Wealth reported no remaining Mettler-Toledo International position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 164 Mettler-Toledo International shares in Q4 2024, an estimated $246K.
  • Waldron Private Wealth first reported a position in Mettler-Toledo International in Q4 2023 and held it in 4 quarters.
  • Waldron Private Wealth's Mettler-Toledo International position peaked at $256K in Q2 2024.
  • 813 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.