Capital World Investors’s M&T Bank MTB Stock Holding History

Capital World Investors’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 Q1	–	Sell	-860,000	Closed	-$125M	–	537
2022 Q4	$125M	Sell	860,000 -6,179,135	-88%	-$1.02B	0.03%	318
2022 Q3	$1.24B	Buy	7,039,135 +1,079,419	+18%	+$191M	0.28%	96
2022 Q2	$950M	Buy	5,959,716 +163,154	+3%	+$27.4M	0.2%	121
2022 Q1	$983M	Buy	+5,796,562	New	+$1.02B	0.17%	138
2018 Q3	–	Sell	-3,000,094	Closed	-$510M	–	579
2018 Q2	$510M	Sell	3,000,094 -599,906	-17%	-$108M	0.11%	163
2018 Q1	$664M	Hold	3,600,000	–	–	0.15%	147
2017 Q4	$616M	Sell	3,600,000 -300,000	-8%	-$49.8M	0.13%	150
2017 Q3	$628M	Sell	3,900,000 -229,000	-6%	-$36M	0.14%	137
2017 Q2	$669M	Buy	4,129,000 +200,000	+5%	+$31.6M	0.16%	133
2017 Q1	$608M	Buy	3,929,000 +1,363,786	+53%	+$221M	0.15%	135
2016 Q4	$401M	Buy	+2,565,214	New	+$347M	0.1%	170
2014 Q1	–	Sell	-2,625,000	Closed	-$306M	–	512
2013 Q4	$306M	Sell	2,625,000 -132,500	-5%	-$15.1M	0.09%	197
2013 Q3	$309M	Hold	2,757,500	–	–	0.09%	199
2013 Q2	$308M	Buy	+2,757,500	New	+$284M	0.1%	192

Other funds holding MTB

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Capital World Investors's MTB Position: Q1 2023 in Review

Capital World Investors sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 860,000 shares — an estimated $125M sold.

Capital World Investors first reported a position in MTB in Q2 2013 and held it in 14 quarters. The position peaked at $1.24B in Q3 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

Capital World Investors reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
Capital World Investors sold 860,000 M&T Bank shares in Q1 2023, an estimated $125M.
Capital World Investors first reported a position in M&T Bank in Q2 2013 and held it in 14 quarters.
Capital World Investors's M&T Bank position peaked at $1.24B in Q3 2022.
825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Capital World Investors's 13F filing for Q1 2023, filed 15 May 2023.