Fund Management at Engine No 1’s M&T Bank MTB Stock Holding History

Fund Management at Engine No 1’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	-2,370	Closed	-$300K	–	279
2023 Q3	$300K	Buy	2,370 +210	+10%	+$27.4K	0.05%	337
2023 Q2	$267K	Buy	2,160 +108	+5%	+$13.1K	0.05%	348
2023 Q1	$245K	Buy	2,052 +153	+8%	+$22.2K	0.05%	346
2022 Q4	$275K	Buy	1,899 +210	+12%	+$34.5K	0.07%	289
2022 Q3	$298K	Sell	1,689 -121	-7%	-$21.4K	0.09%	229
2022 Q2	$288K	Buy	+1,810	New	+$304K	0.08%	259

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

Fund Management at Engine No 1's MTB Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 2,370 shares — an estimated $300K sold.

Fund Management at Engine No 1 first reported a position in MTB in Q2 2022 and held it in 6 quarters. The position peaked at $300K in Q3 2023. 887 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

Fund Management at Engine No 1 reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 2,370 M&T Bank shares in Q4 2023, an estimated $300K.
Fund Management at Engine No 1 first reported a position in M&T Bank in Q2 2022 and held it in 6 quarters.
Fund Management at Engine No 1's M&T Bank position peaked at $300K in Q3 2023.
887 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.