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Ergoteles’s M&T Bank MTB Stock Holding History

Ergoteles’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
-36,952
Closed -$4.57M – 549
2023
Q2 		$4.57M Sell
36,952
-14,016
-27% -$1.7M 0.22% 110
2023
Q1 		$6.09M Buy
50,968
+41,504
+439% +$6.02M 0.24% 68
2022
Q4 		$1.37M Sell
9,464
-50,475
-84% -$8.3M 0.05% 376
2022
Q3 		$10.6M Buy
59,939
+33,038
+123% +$5.85M 0.37% 43
2022
Q2 		$4.29M Buy
+26,901
New +$4.52M 0.13% 172
2021
Q3 		– Sell
-3,270
Closed -$475K – 1520
2021
Q2 		$475K Buy
+3,270
New +$511K 0.01% 833
2020
Q4 		– Sell
-2,600
Closed -$239K – 825
2020
Q3 		$239K Buy
+2,600
New +$266K 0.03% 414

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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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