Anchor Investment Management’s M&T Bank MTB Stock Holding History

Anchor Investment Management’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
2024 Q3	–	Sell	-44	Closed	-$7.3K	–	1070
2024 Q2	$6.66K	Hold	44	–	–	﹤0.01%	807
2024 Q1	$6.4K	Hold	44	–	–	﹤0.01%	842
2023 Q4	$6.03K	Hold	44	–	–	﹤0.01%	808
2023 Q3	$5.56K	Hold	44	–	–	﹤0.01%	821
2023 Q2	$5.45K	Hold	44	–	–	﹤0.01%	817
2023 Q1	$5.26K	Hold	44	–	–	﹤0.01%	829
2022 Q4	$6.38K	Hold	44	–	–	﹤0.01%	764
2022 Q3	$7.76K	Hold	44	–	–	﹤0.01%	752
2022 Q2	$7.01K	Buy	+44	New	+$7.39K	﹤0.01%	777
2022 Q1	–	Sell	-50	Closed	-$8.82K	–	1036
2021 Q4	$7.68K	Hold	50	–	–	﹤0.01%	819
2021 Q3	$7.47K	Hold	50	–	–	﹤0.01%	740
2021 Q2	$7.27K	Hold	50	–	–	﹤0.01%	756
2021 Q1	$7.58K	Hold	50	–	–	﹤0.01%	734
2020 Q4	$6.37K	Hold	50	–	–	﹤0.01%	719
2020 Q3	$4.61K	Hold	50	–	–	﹤0.01%	743
2020 Q2	$5.2K	Sell	50 -50	-50%	-$5.28K	﹤0.01%	703
2020 Q1	$10.3K	Hold	100	–	–	﹤0.01%	622
2019 Q4	$17K	Hold	100	–	–	﹤0.01%	589
2019 Q3	$15.8K	Hold	100	–	–	﹤0.01%	592
2019 Q2	$17K	Hold	100	–	–	﹤0.01%	572
2019 Q1	$15.7K	Hold	100	–	–	﹤0.01%	583
2018 Q4	$14.3K	Hold	100	–	–	﹤0.01%	579
2018 Q3	$16.5K	Hold	100	–	–	﹤0.01%	593
2018 Q2	$17K	Sell	100 -125	-56%	-$22.4K	﹤0.01%	602
2018 Q1	$41.5K	Hold	225	–	–	0.01%	506
2017 Q4	$38.5K	Hold	225	–	–	0.01%	500
2017 Q3	$36.2K	Hold	225	–	–	0.01%	493
2017 Q2	$36.4K	Hold	225	–	–	0.01%	438
2017 Q1	$34.8K	Hold	225	–	–	0.01%	429
2016 Q4	$35.2K	Buy	+225	New	+$30.4K	0.01%	413

Other funds holding MTB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Anchor Investment Management's MTB Position: Q3 2024 in Review

Anchor Investment Management sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 44 shares — an estimated $7.3K sold.

Anchor Investment Management first reported a position in MTB in Q4 2016 and held it in 30 quarters. The position peaked at $41.5K in Q1 2018. 944 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

Anchor Investment Management reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
Anchor Investment Management sold 44 M&T Bank shares in Q3 2024, an estimated $7.3K.
Anchor Investment Management first reported a position in M&T Bank in Q4 2016 and held it in 30 quarters.
Anchor Investment Management's M&T Bank position peaked at $41.5K in Q1 2018.
944 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Anchor Investment Management's 13F filing for Q3 2024, filed 21 Nov 2024.