Arden Trust’s M&T Bank MTB Stock Holding History

Arden Trust’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	-1,781	Closed	-$213K	–	276
2023 Q1	$213K	Sell	1,781 -962	-35%	-$140K	0.04%	271
2022 Q4	$398K	Sell	2,743 -107	-4%	-$17.6K	0.08%	194
2022 Q3	$503K	Buy	2,850 +947	+50%	+$168K	0.13%	156
2022 Q2	$304K	Sell	1,903 -74	-4%	-$12.4K	0.07%	218
2022 Q1	$335K	Sell	1,977 -24	-1%	-$4.23K	0.07%	217
2021 Q4	$307K	Buy	+2,001	New	+$307K	0.05%	253
2016 Q3	–	Sell	-3,635	Closed	-$430K	–	447
2016 Q2	$430K	Sell	3,635 -498	-12%	-$57.8K	0.03%	385
2016 Q1	$459K	Sell	4,133 -782	-16%	-$84.9K	0.04%	382
2015 Q4	$595K	Buy	4,915 +2,437	+98%	+$297K	0.05%	342
2015 Q3	$302K	Buy	2,478 +791	+47%	+$98.9K	0.02%	512
2015 Q2	$211K	Buy	+1,687	New	+$208K	0.03%	401

Other funds holding MTB

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Arden Trust's MTB Position: Q2 2023 in Review

Arden Trust sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 1,781 shares — an estimated $213K sold.

Arden Trust first reported a position in MTB in Q2 2015 and held it in 11 quarters. The position peaked at $595K in Q4 2015. 829 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

Arden Trust reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
Arden Trust sold 1,781 M&T Bank shares in Q2 2023, an estimated $213K.
Arden Trust first reported a position in M&T Bank in Q2 2015 and held it in 11 quarters.
Arden Trust's M&T Bank position peaked at $595K in Q4 2015.
829 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Arden Trust's 13F filing for Q2 2023, filed 14 Jul 2023.