MTD β€” METTLER TOLEDO INTERNATIONAL

Ownership history in Solidarity Wealth, LLC  Β·  12 quarters on record

This page tracks every 13F SEC filing in which Solidarity Wealth, LLC reported a position in METTLER TOLEDO INTERNATIONAL (MTD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.61% (2023 Q2)
πŸ“Š Avg. % of fund
1.67%
πŸ“… First filed
2023 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
12

Position Intelligence

Solidarity Wealth, LLC Γ— MTD AI Analytics

πŸ“‰ Solidarity Wealth, LLC underperformed the S&P 500 by –21.8% annually on this MTD position. Timing score: 45% (5/11 decisions correct). Average cost basis: $1336.73. Maximum drawdown during holding period: –27.6%.

πŸ“ˆ Position Alpha vs SPY
-21.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 21.8% ann.
11 quarters analyzed

⏱️ Timing Score
45%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct

πŸ’° Entry Quality
$1336.73
+4.3% vs current ($1394.19)

Best entry: $1108.07 (2023 Q3)  Β·  Worst: $1530.21 (2023 Q1)

πŸ›‘οΈ Drawdown Resilience
–27.6%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
92%
buy-side decisions

11 adds Β· 1 trim. Bought during 5 of 5 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.6% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MTD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,615 +361 +6.9% 1.60% $7.8M $1394.19
2025 Q3 ADDED 5,254 +234 +4.7% 1.39% $6.4M $1227.61
2025 Q2 ADDED 5,020 +153 +3.1% 1.38% $5.9M $1174.72
2025 Q1 ADDED 4,867 +268 +5.8% 1.42% $5.7M $1180.91
2024 Q4 ADDED 4,599 +40 +0.9% 1.47% $5.6M $1223.68
2024 Q3 ADDED 4,559 +266 +6.2% 1.85% $6.8M $1499.70
2024 Q2 ADDED 4,293 +265 +6.6% 1.82% $6.0M $1397.59
2024 Q1 ADDED 4,028 +258 +6.8% 1.68% $5.4M $1331.29
2023 Q4 REDUCED 3,770 -1,803 -32.4% 1.65% $4.6M $1212.96
2023 Q3 ADDED 5,573 +729 +15.0% 2.24% $6.2M $1108.07
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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