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YorkBridge Wealth Partners’s Mettler-Toledo International MTD Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$347K Sell
240
-20
-8% -$26.8K 0.09% 159
2022
Q3 		$282K Buy
260
+3
+1% +$3.73K 0.07% 209
2022
Q2 		$295K Sell
257
-1
-0.4% -$1.26K 0.08% 200
2022
Q1 		$354K Sell
258
-32
-11% -$46.2K 0.08% 200
2021
Q4 		$492K Buy
290
+10
+4% +$15.1K 0.11% 139
2021
Q3 		$386K Buy
280
+20
+8% +$30.1K 0.1% 172
2021
Q2 		$360K Buy
260
+1
+0.4% +$1.29K 0.09% 173
2021
Q1 		$299K Buy
259
+73
+39% +$84.6K 0.09% 194
2020
Q4 		$212K Buy
+186
New +$204K 0.07% 205
2019
Q3 		– Sell
-206
Closed -$173K – 481
2019
Q2 		$173K Sell
206
-6
-3% -$4.53K 0.08% 187
2019
Q1 		$153K Sell
212
-3
-1% -$1.95K 0.07% 204
2018
Q4 		$122K Sell
215
-5
-2% -$2.9K 0.06% 220
2018
Q3 		$136K Sell
220
-4
-2% -$2.35K 0.06% 234
2018
Q2 		$130K Buy
224
+10
+5% +$5.71K 0.06% 246
2018
Q1 		$122K Buy
214
+12
+6% +$7.54K 0.06% 262
2017
Q4 		$128K Hold
202
– – 0.06% 236
2017
Q3 		$126K Sell
202
-16
-7% -$9.61K 0.07% 230
2017
Q2 		$128K Sell
218
-4
-2% -$2.19K 0.07% 224
2017
Q1 		$115K Buy
222
+22
+11% +$10.1K 0.06% 236
2016
Q4 		$84K Buy
+200
New +$83.2K 0.05% 264

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YorkBridge Wealth Partners's MTD Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Mettler-Toledo International (MTD) stake by 7.7% in Q4 2022, selling an estimated $26.8K and leaving 240 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #159.

YorkBridge Wealth Partners first reported a position in MTD in Q4 2016 and has held it in 20 quarters since. The position peaked at $492K in Q4 2021. 739 funds tracked by Wall St. Rank hold MTD as of Q4 2022.

  • YorkBridge Wealth Partners held 240 shares of Mettler-Toledo International worth $347K as of Q4 2022.
  • YorkBridge Wealth Partners sold 20 Mettler-Toledo International shares in Q4 2022, an estimated $26.8K.
  • Mettler-Toledo International made up 0.09% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #159 holding.
  • YorkBridge Wealth Partners first reported a position in Mettler-Toledo International in Q4 2016 and has held it in 20 quarters since.
  • YorkBridge Wealth Partners's Mettler-Toledo International position peaked at $492K in Q4 2021.
  • 739 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.