Carmichael Hill & Associates’s M&T Bank MTB Stock Holding History

Carmichael Hill & Associates’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 Q3	$59.5K	Hold	334	–	–	0.02%	342
2024 Q2	$50.6K	Hold	334	–	–	0.02%	340
2024 Q1	$48.6K	Hold	334	–	–	0.02%	352
2023 Q4	$45.8K	Hold	334	–	–	0.02%	355
2023 Q3	$42.2K	Hold	334	–	–	0.02%	360
2023 Q2	$41.3K	Hold	334	–	–	0.02%	365
2023 Q1	$39.9K	Hold	334	–	–	0.02%	359
2022 Q4	$48.5K	Sell	334 -115	-26%	-$18.9K	0.02%	341
2022 Q3	$79K	Hold	449	–	–	0.04%	252
2022 Q2	$72K	Buy	449 +334	+290%	+$56.1K	0.04%	278
2022 Q1	$19K	Hold	115	–	–	0.01%	507
2021 Q4	$18K	Buy	115 +70	+156%	+$10.7K	0.01%	533
2021 Q3	$7K	Buy	+45	New	+$6.24K	﹤0.01%	653

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Carmichael Hill & Associates's MTB Position: Q3 2024 in Review

Carmichael Hill & Associates held its M&T Bank (MTB) position steady in Q3 2024 at 334 shares worth $59.5K. The position accounts for 0.02% of the portfolio, ranked #342.

Carmichael Hill & Associates first reported a position in MTB in Q3 2021 and has held it in 13 quarters since. The position peaked at $79K in Q3 2022. 941 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

Carmichael Hill & Associates held 334 shares of M&T Bank worth $59.5K as of Q3 2024.
Carmichael Hill & Associates left its M&T Bank share count unchanged in Q3 2024.
M&T Bank made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #342 holding.
Carmichael Hill & Associates first reported a position in M&T Bank in Q3 2021 and has held it in 13 quarters since.
Carmichael Hill & Associates's M&T Bank position peaked at $79K in Q3 2022.
941 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.