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Edmond de Rothschild Holding’s M&T Bank MTB Stock Holding History

Edmond de Rothschild Holding’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
2021
Q4 		– Sell
-230
Closed -$34K – 876
2021
Q3 		$34K Buy
+230
New +$31.9K ﹤0.01% 715

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Edmond de Rothschild Holding's MTB Position: Q4 2021 in Review

Edmond de Rothschild Holding sold out of M&T Bank (MTB) in Q4 2021, closing a stake of 230 shares — an estimated $34K sold.

Edmond de Rothschild Holding first reported a position in MTB in Q3 2021 and held it in 1 quarter. The position peaked at $34K in Q3 2021. 704 funds tracked by Wall St. Rank hold MTB as of Q4 2021.

  • Edmond de Rothschild Holding reported no remaining M&T Bank position as of Q4 2021 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 230 M&T Bank shares in Q4 2021, an estimated $34K.
  • Edmond de Rothschild Holding first reported a position in M&T Bank in Q3 2021 and held it in 1 quarter.
  • Edmond de Rothschild Holding's M&T Bank position peaked at $34K in Q3 2021.
  • 704 funds tracked by Wall St. Rank held M&T Bank as of Q4 2021.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2021, filed 10 Feb 2022.