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

Aquila 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
Q1 		– Sell
-5,000
Closed -$685K – 76
2023
Q4 		$685K Hold
5,000
– – 0.59% 66
2023
Q3 		$632K Sell
5,000
-1,000
-17% -$130K 0.58% 67
2023
Q2 		$743K Buy
6,000
+3,000
+100% +$363K 0.61% 70
2023
Q1 		$359K Buy
+3,000
New +$435K 0.3% 83
2022
Q4 		– Sell
-16,000
Closed -$2.82M – 97
2022
Q3 		$2.82M Buy
16,000
+2,000
+14% +$354K 2.11% 7
2022
Q2 		$2.23M Hold
14,000
– – 1.58% 22
2022
Q1 		$2.37M Buy
+14,000
New +$2.47M 1.35% 28

Other funds holding MTB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aquila Investment Management's MTB Position: Q1 2024 in Review

Aquila Investment Management sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 5,000 shares — an estimated $685K sold.

Aquila Investment Management first reported a position in MTB in Q1 2022 and held it in 7 quarters. The position peaked at $2.82M in Q3 2022. 894 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

  • Aquila Investment Management reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
  • Aquila Investment Management sold 5,000 M&T Bank shares in Q1 2024, an estimated $685K.
  • Aquila Investment Management first reported a position in M&T Bank in Q1 2022 and held it in 7 quarters.
  • Aquila Investment Management's M&T Bank position peaked at $2.82M in Q3 2022.
  • 894 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Aquila Investment Management's 13F filing for Q1 2024, filed 23 Apr 2024.