DI
MTB icon

Disciplined Investments’s M&T Bank MTB Stock Holding History

Disciplined Investments’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
-10
Closed -$1.24K – 1014
2023
Q2 		$1.24K Sell
10
-3
-23% -$363 ﹤0.01% 870
2023
Q1 		$1.55K Buy
13
+7
+117% +$1.02K ﹤0.01% 780
2022
Q4 		$870 Sell
6
-7
-54% -$1.15K ﹤0.01% 960
2022
Q3 		$2K Buy
13
+2
+18% +$354 ﹤0.01% 687
2022
Q2 		$2K Hold
11
– – ﹤0.01% 699
2022
Q1 		$2K Buy
+11
New +$1.94K ﹤0.01% 746

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Disciplined Investments's MTB Position: Q3 2023 in Review

Disciplined Investments sold out of M&T Bank (MTB) in Q3 2023, closing a stake of 10 shares — an estimated $1.24K sold.

Disciplined Investments first reported a position in MTB in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 804 funds tracked by Wall St. Rank hold MTB as of Q3 2023.

  • Disciplined Investments reported no remaining M&T Bank position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 M&T Bank shares in Q3 2023, an estimated $1.24K.
  • Disciplined Investments first reported a position in M&T Bank in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's M&T Bank position peaked at $2K in Q3 2022.
  • 804 funds tracked by Wall St. Rank held M&T Bank as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.