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Freedom Investment Management’s M&T Bank MTB Stock Holding History

Freedom Investment Management’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
-2,869
Closed -$355K – 731
2023
Q2 		$355K Sell
2,869
-562
-16% -$68K 0.04% 487
2023
Q1 		$410K Sell
3,431
-3,643
-51% -$529K 0.05% 462
2022
Q4 		$1.03M Buy
7,074
+56
+0.8% +$9.21K 0.12% 242
2022
Q3 		$1.24M Buy
7,018
+3,690
+111% +$653K 0.14% 187
2022
Q2 		$530K Buy
+3,328
New +$559K 0.06% 438
2020
Q2 		– Sell
-1,362
Closed -$232K – 643
2020
Q1 		$232K Sell
1,362
-195
-13% -$28.7K 0.02% 585
2019
Q4 		$264K Buy
1,557
+147
+10% +$23.9K 0.02% 531
2019
Q3 		$223K Buy
1,410
+114
+9% +$17.9K 0.02% 602
2019
Q2 		$220K Buy
+1,296
New +$215K 0.02% 603
2019
Q1 		– Sell
-3,218
Closed -$461K – 758
2018
Q4 		$461K Buy
3,218
+1,097
+52% +$175K 0.04% 446
2018
Q3 		$380K Hold
2,121
– – 0.02% 631
2018
Q2 		$361K Sell
2,121
-1,641
-44% -$294K 0.02% 687
2018
Q1 		$694K Buy
3,762
+77
+2% +$14.4K 0.04% 498
2017
Q4 		$630K Sell
3,685
-1,750
-32% -$290K 0.03% 532
2017
Q3 		$875K Buy
5,435
+1,834
+51% +$288K 0.05% 381
2017
Q2 		$583K Sell
3,601
-300
-8% -$47.3K 0.03% 506
2017
Q1 		$604K Buy
3,901
+1,392
+55% +$225K 0.04% 472
2016
Q4 		$392K Buy
2,509
+460
+22% +$62.3K 0.02% 577
2016
Q3 		$238K Buy
+2,049
New +$238K 0.02% 741
2016
Q1 		– Sell
-1,822
Closed -$221K – 870
2015
Q4 		$221K Buy
+1,822
New +$222K 0.02% 662

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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

Freedom Investment Management's MTB Position: Q3 2023 in Review

Freedom Investment Management sold out of M&T Bank (MTB) in Q3 2023, closing a stake of 2,869 shares — an estimated $355K sold.

Freedom Investment Management first reported a position in MTB in Q4 2015 and held it in 20 quarters. The position peaked at $1.24M in Q3 2022. 806 funds tracked by Wall St. Rank hold MTB as of Q3 2023.

  • Freedom Investment Management reported no remaining M&T Bank position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 2,869 M&T Bank shares in Q3 2023, an estimated $355K.
  • Freedom Investment Management first reported a position in M&T Bank in Q4 2015 and held it in 20 quarters.
  • Freedom Investment Management's M&T Bank position peaked at $1.24M in Q3 2022.
  • 806 funds tracked by Wall St. Rank held M&T Bank as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.