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Clarius Group LLC’s M&T Bank MTB Stock Holding History

Clarius Group LLC’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
-1,693
Closed -$246K – 527
2022
Q4 		$246K Buy
1,693
+4
+0.2% +$658 0.02% 430
2022
Q3 		$298K Sell
1,689
-63
-4% -$11.1K 0.03% 345
2022
Q2 		$279K Buy
+1,752
New +$294K 0.03% 355

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clarius Group LLC's MTB Position: Q1 2023 in Review

Clarius Group LLC sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 1,693 shares — an estimated $246K sold.

Clarius Group LLC first reported a position in MTB in Q2 2022 and held it in 3 quarters. The position peaked at $298K in Q3 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

  • Clarius Group LLC reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
  • Clarius Group LLC sold 1,693 M&T Bank shares in Q1 2023, an estimated $246K.
  • Clarius Group LLC first reported a position in M&T Bank in Q2 2022 and held it in 3 quarters.
  • Clarius Group LLC's M&T Bank position peaked at $298K in Q3 2022.
  • 825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Clarius Group LLC's 13F filing for Q1 2023, filed 17 Apr 2023.