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Foster & Motley’s M&T Bank MTB Stock Holding History

Foster & Motley’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
-5,730
Closed -$709K – 373
2023
Q2 		$709K Sell
5,730
-3,196
-36% -$387K 0.05% 254
2023
Q1 		$1.07M Sell
8,926
-721
-7% -$105K 0.09% 215
2022
Q4 		$1.4M Sell
9,647
-2,037
-17% -$335K 0.12% 181
2022
Q3 		$2.06M Buy
+11,684
New +$2.07M 0.2% 135

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

Foster & Motley's MTB Position: Q3 2023 in Review

Foster & Motley sold out of M&T Bank (MTB) in Q3 2023, closing a stake of 5,730 shares — an estimated $709K sold.

Foster & Motley first reported a position in MTB in Q3 2022 and held it in 4 quarters. The position peaked at $2.06M in Q3 2022. 804 funds tracked by Wall St. Rank hold MTB as of Q3 2023.

  • Foster & Motley reported no remaining M&T Bank position as of Q3 2023 after selling out during the quarter.
  • Foster & Motley sold 5,730 M&T Bank shares in Q3 2023, an estimated $709K.
  • Foster & Motley first reported a position in M&T Bank in Q3 2022 and held it in 4 quarters.
  • Foster & Motley's M&T Bank position peaked at $2.06M in Q3 2022.
  • 804 funds tracked by Wall St. Rank held M&T Bank as of Q3 2023.

Based on Foster & Motley's 13F filing for Q3 2023, filed 24 Oct 2023.