Desjardins Global Asset Management’s M&T Bank MTB Stock Holding History

Desjardins Global Asset Management’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 Q4	$180K	Sell	1,316 -112	-8%	-$14.1K	0.02%	374
2023 Q3	$181K	Sell	1,428 -270	-16%	-$35.2K	0.02%	388
2023 Q2	$210K	Buy	1,698 +648	+62%	+$78.4K	0.02%	423
2023 Q1	$126K	Sell	1,050 -1,997	-66%	-$290K	0.02%	451
2022 Q4	$442K	Sell	3,047 -2,753	-47%	-$453K	0.07%	234
2022 Q3	$1.02M	Hold	5,800	–	–	0.13%	158
2022 Q2	$924K	Sell	5,800 -4,216	-42%	-$708K	0.12%	161
2022 Q1	$1.7M	Sell	10,016 -1,903	-16%	-$336K	0.15%	142
2021 Q4	$1.83M	Buy	+11,919	New	+$1.83M	0.16%	155

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Desjardins Global Asset Management's MTB Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its M&T Bank (MTB) stake by 7.8% in Q4 2023, selling an estimated $14.1K and leaving 1,316 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #374.

Desjardins Global Asset Management first reported a position in MTB in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.83M in Q4 2021. 887 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

Desjardins Global Asset Management held 1,316 shares of M&T Bank worth $180K as of Q4 2023.
Desjardins Global Asset Management sold 112 M&T Bank shares in Q4 2023, an estimated $14.1K.
M&T Bank made up 0.02% of Desjardins Global Asset Management's portfolio in Q4 2023, its #374 holding.
Desjardins Global Asset Management first reported a position in M&T Bank in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's M&T Bank position peaked at $1.83M in Q4 2021.
887 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.