EARNEST Partners’s M&T Bank MTB Stock Holding History

EARNEST Partners’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	–	Sell	-82	Closed	-$10.4K	–	799
2023 Q3	$10.4K	Hold	82	–	–	﹤0.01%	626
2023 Q2	$10.1K	Hold	82	–	–	﹤0.01%	638
2023 Q1	$9.8K	Hold	82	–	–	﹤0.01%	631
2022 Q4	$11.9K	Hold	82	–	–	﹤0.01%	581
2022 Q3	$14K	Sell	82 -55	-40%	-$9.73K	﹤0.01%	519
2022 Q2	$22K	Buy	137 +62	+83%	+$10.4K	﹤0.01%	447
2022 Q1	$13K	Hold	75	–	–	﹤0.01%	582
2021 Q4	$12K	Hold	75	–	–	﹤0.01%	634
2021 Q3	$11K	Hold	75	–	–	﹤0.01%	633
2021 Q2	$11K	Hold	75	–	–	﹤0.01%	628
2021 Q1	$11K	Hold	75	–	–	﹤0.01%	609
2020 Q4	$10K	Hold	75	–	–	﹤0.01%	620
2020 Q3	$7K	Hold	75	–	–	﹤0.01%	660
2020 Q2	$8K	Hold	75	–	–	﹤0.01%	620
2020 Q1	$8K	Hold	75	–	–	﹤0.01%	568
2019 Q4	$13K	Hold	75	–	–	﹤0.01%	536
2019 Q3	$12K	Hold	75	–	–	﹤0.01%	547
2019 Q2	$13K	Hold	75	–	–	﹤0.01%	525
2019 Q1	$12K	Hold	75	–	–	﹤0.01%	534
2018 Q4	$11K	Hold	75	–	–	﹤0.01%	524
2018 Q3	$12K	Hold	75	–	–	﹤0.01%	536
2018 Q2	$13K	Hold	75	–	–	﹤0.01%	515
2018 Q1	$14K	Hold	75	–	–	﹤0.01%	495
2017 Q4	$13K	Buy	+75	New	+$12.4K	﹤0.01%	499
2017 Q1	–	Sell	-75	Closed	-$12K	–	659
2016 Q4	$12K	Buy	+75	New	+$10.2K	﹤0.01%	487

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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

EARNEST Partners's MTB Position: Q4 2023 in Review

EARNEST Partners sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 82 shares — an estimated $10.4K sold.

EARNEST Partners first reported a position in MTB in Q4 2016 and held it in 25 quarters. The position peaked at $22K in Q2 2022. 890 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

EARNEST Partners reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 82 M&T Bank shares in Q4 2023, an estimated $10.4K.
EARNEST Partners first reported a position in M&T Bank in Q4 2016 and held it in 25 quarters.
EARNEST Partners's M&T Bank position peaked at $22K in Q2 2022.
890 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.