Csenge Advisory Group’s M&T Bank MTB Stock Holding History

Csenge Advisory 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
2023 Q1	–	Sell	-1,531	Closed	-$222K	–	626
2022 Q4	$222K	Sell	1,531 -848	-36%	-$139K	0.02%	542
2022 Q3	$419K	Buy	2,379 +34	+1%	+$6.02K	0.03%	380
2022 Q2	$374K	Buy	2,345 +227	+11%	+$38.1K	0.03%	396
2022 Q1	$359K	Buy	+2,118	New	+$373K	0.03%	449
2021 Q4	–	Sell	-2,634	Closed	-$403K	–	597
2021 Q3	$403K	Buy	+2,634	New	+$365K	0.03%	412
2018 Q4	–	Sell	-49	Closed	-$8K	–	994
2018 Q3	$8K	Buy	+49	New	+$8.5K	﹤0.01%	546

Other funds holding MTB

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Csenge Advisory Group's MTB Position: Q1 2023 in Review

Csenge Advisory Group sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 1,531 shares — an estimated $222K sold.

Csenge Advisory Group first reported a position in MTB in Q3 2018 and held it in 6 quarters. The position peaked at $419K in Q3 2022. 826 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

Csenge Advisory Group reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
Csenge Advisory Group sold 1,531 M&T Bank shares in Q1 2023, an estimated $222K.
Csenge Advisory Group first reported a position in M&T Bank in Q3 2018 and held it in 6 quarters.
Csenge Advisory Group's M&T Bank position peaked at $419K in Q3 2022.
826 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Csenge Advisory Group's 13F filing for Q1 2023, filed 1 May 2023.