Alan B. Lancz & Associates’s M&T Bank MTB Stock Holding History

Alan B. Lancz & Associates’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,210	Closed	-$145K	–	164
2023 Q1	$145K	Hold	1,210	–	–	0.15%	155
2022 Q4	$181K	Hold	1,210	–	–	0.18%	141
2022 Q3	$213K	Hold	1,210	–	–	0.25%	107
2022 Q2	$215K	Buy	+1,210	New	+$203K	0.21%	119

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Alan B. Lancz & Associates's MTB Position: Q2 2023 in Review

Alan B. Lancz & Associates sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 1,210 shares — an estimated $145K sold.

Alan B. Lancz & Associates first reported a position in MTB in Q2 2022 and held it in 4 quarters. The position peaked at $215K in Q2 2022. 828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

Alan B. Lancz & Associates reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
Alan B. Lancz & Associates sold 1,210 M&T Bank shares in Q2 2023, an estimated $145K.
Alan B. Lancz & Associates first reported a position in M&T Bank in Q2 2022 and held it in 4 quarters.
Alan B. Lancz & Associates's M&T Bank position peaked at $215K in Q2 2022.
828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.