WWS
MTD icon

Wellington Wealth Strategies’s Mettler-Toledo International MTD Stock Holding History

Wellington Wealth Strategies’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
Q2 		– Sell
-758
Closed -$1.01M – 137
2024
Q1 		$1.01M Buy
+758
New +$934K 0.47% 64

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Wealth Strategies's MTD Position: Q2 2024 in Review

Wellington Wealth Strategies sold out of Mettler-Toledo International (MTD) in Q2 2024, closing a stake of 758 shares — an estimated $1.01M sold.

Wellington Wealth Strategies first reported a position in MTD in Q1 2024 and held it in 1 quarter. The position peaked at $1.01M in Q1 2024. 789 funds tracked by Wall St. Rank hold MTD as of Q2 2024.

  • Wellington Wealth Strategies reported no remaining Mettler-Toledo International position as of Q2 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 758 Mettler-Toledo International shares in Q2 2024, an estimated $1.01M.
  • Wellington Wealth Strategies first reported a position in Mettler-Toledo International in Q1 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's Mettler-Toledo International position peaked at $1.01M in Q1 2024.
  • 789 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2024.

Based on Wellington Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.