Cutler Group’s M&T Bank MTB Stock Holding History

Cutler 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 Q3	–	Sell	-1,100	Closed	-$2K	–	4139
2023 Q2	$2K	Sell	1,100 -5,800	-84%	-$702K	﹤0.01%	3061
2023 Q1	$5K	Buy	+6,900	New	+$1M	﹤0.01%	2738
2021 Q3	–	Sell	-18,300	Closed	-$158K	–	6126
2021 Q2	$158K	Buy	+18,300	New	+$2.86M	0.01%	1512
2019 Q4	–	Sell	-2,100	Closed	-$5K	–	4366
2019 Q3	$5K	Buy	+2,100	New	+$331K	﹤0.01%	3040
2019 Q2	–	Sell	-1,000	Closed	-$2K	–	4596
2019 Q1	$2K	Buy	+1,000	New	+$164K	﹤0.01%	3410
2017 Q3	–	Sell	-26,900	Closed	-$45K	–	6389
2017 Q2	$45K	Buy	26,900 +10,100	+60%	+$1.59M	﹤0.01%	2597
2017 Q1	$157K	Buy	+16,800	New	+$2.72M	0.01%	1374
2016 Q4	–	Sell	-10,100	Closed	-$2K	–	7028
2016 Q3	$2K	Buy	10,100 +2,000	+25%	+$232K	﹤0.01%	5742
2016 Q2	$4K	Buy	8,100 +6,300	+350%	+$731K	﹤0.01%	5161
2016 Q1	$8K	Buy	1,800 +100	+6%	+$10.9K	﹤0.01%	4337
2015 Q4	$3K	Buy	+1,700	New	+$207K	﹤0.01%	5322

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Cutler Group's MTB Position: Q1 2024 in Review

Cutler Group sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 119 shares — an estimated $16K sold.

Cutler Group first reported a position in MTB in Q4 2015 and held it in 15 quarters. The position peaked at $1.25M in Q1 2017. 893 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

Cutler Group reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 119 M&T Bank shares in Q1 2024, an estimated $16K.
Cutler Group first reported a position in M&T Bank in Q4 2015 and held it in 15 quarters.
Cutler Group's M&T Bank position peaked at $1.25M in Q1 2017.
893 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.