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

Eudaimonia 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	-7,103	Closed	-$898K	–	307
2023 Q3	$898K	Sell	7,103 -3	-0%	-$391	0.22%	103
2023 Q2	$879K	Hold	7,106	–	–	0.2%	120
2023 Q1	$850K	Sell	7,106 -119	-2%	-$17.3K	0.2%	115
2022 Q4	$1.05M	Buy	7,225 +1	+0%	+$164	0.26%	104
2022 Q3	$1.27M	Sell	7,224 -1,148	-14%	-$203K	0.33%	75
2022 Q2	$1.33M	Buy	+8,372	New	+$1.41M	0.24%	106

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

Eudaimonia Partners's MTB Position: Q4 2023 in Review

Eudaimonia Partners sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 7,103 shares — an estimated $898K sold.

Eudaimonia Partners first reported a position in MTB in Q2 2022 and held it in 6 quarters. The position peaked at $1.33M in Q2 2022. 887 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

Eudaimonia Partners reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
Eudaimonia Partners sold 7,103 M&T Bank shares in Q4 2023, an estimated $898K.
Eudaimonia Partners first reported a position in M&T Bank in Q2 2022 and held it in 6 quarters.
Eudaimonia Partners's M&T Bank position peaked at $1.33M in Q2 2022.
887 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Eudaimonia Partners's 13F filing for Q4 2023, filed 8 Feb 2024.