Berger Financial Group’s M&T Bank MTB Stock Holding History

Berger Financial Group’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
2022 Q4	–	Sell	-2,229	Closed	-$393K	–	268
2022 Q3	$393K	Buy	+2,229	New	+$394K	0.06%	157

Other funds holding MTB

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Berger Financial Group's MTB Position: Q4 2022 in Review

Berger Financial Group sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 2,229 shares — an estimated $393K sold.

Berger Financial Group first reported a position in MTB in Q3 2022 and held it in 1 quarter. The position peaked at $393K in Q3 2022. 896 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

Berger Financial Group reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
Berger Financial Group sold 2,229 M&T Bank shares in Q4 2022, an estimated $393K.
Berger Financial Group first reported a position in M&T Bank in Q3 2022 and held it in 1 quarter.
Berger Financial Group's M&T Bank position peaked at $393K in Q3 2022.
896 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Berger Financial Group's 13F filing for Q4 2022, filed 30 Jan 2023.