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Beach Investment Counsel’s M&T Bank MTB Stock Holding History

Beach Investment Counsel’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
Q4 		– Sell
-152
Closed -$27K – 184
2024
Q3 		$27K Hold
152
– – ﹤0.01% 188
2024
Q2 		$23K Buy
+152
New +$22.2K ﹤0.01% 200
2019
Q4 		– Sell
-17,162
Closed -$2.71M – 145
2019
Q3 		$2.71M Sell
17,162
-41,620
-71% -$6.55M 0.31% 63
2019
Q2 		$10M Sell
58,782
-3,780
-6% -$626K 1.15% 24
2019
Q1 		$9.82M Hold
62,562
– – 1.11% 23
2018
Q4 		$10.3M Buy
+62,562
New +$10M 1.25% 25

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Beach Investment Counsel's MTB Position: Q4 2024 in Review

Beach Investment Counsel sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 152 shares — an estimated $27K sold.

Beach Investment Counsel first reported a position in MTB in Q4 2018 and held it in 6 quarters. The position peaked at $10.3M in Q4 2018. 1,043 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

  • Beach Investment Counsel reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 152 M&T Bank shares in Q4 2024, an estimated $27K.
  • Beach Investment Counsel first reported a position in M&T Bank in Q4 2018 and held it in 6 quarters.
  • Beach Investment Counsel's M&T Bank position peaked at $10.3M in Q4 2018.
  • 1,043 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.