Godshalk Welsh Capital Management’s M&T Bank MTB Stock Holding History

Godshalk Welsh Capital 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
2022 Q4	–	Sell	-1,175	Closed	-$207K	–	117
2022 Q3	$207K	Buy	+1,175	New	+$208K	0.15%	116
2019 Q3	–	Sell	-1,200	Closed	-$204K	–	112
2019 Q2	$204K	Buy	+1,200	New	+$199K	0.19%	104
2018 Q3	–	Sell	-1,200	Closed	-$204K	–	112
2018 Q2	$204K	Hold	1,200	–	–	0.21%	106
2018 Q1	$221K	Hold	1,200	–	–	0.24%	103
2017 Q4	$205K	Buy	+1,200	New	+$199K	0.21%	119
2017 Q2	–	Sell	-1,550	Closed	-$240K	–	129
2017 Q1	$240K	Hold	1,550	–	–	0.24%	117
2016 Q4	$242K	Buy	+1,550	New	+$210K	0.25%	117
2016 Q1	–	Sell	-3,832	Closed	-$464K	–	138
2015 Q4	$464K	Hold	3,832	–	–	0.48%	86
2015 Q3	$467K	Sell	3,832 -355	-8%	-$44.4K	0.51%	79
2015 Q2	$523K	Sell	4,187 -960	-19%	-$118K	0.53%	72
2015 Q1	$654K	Hold	5,147	–	–	0.67%	60
2014 Q4	$647K	Buy	+5,147	New	+$632K	0.59%	65

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Godshalk Welsh Capital Management's MTB Position: Q4 2022 in Review

Godshalk Welsh Capital Management sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 1,175 shares — an estimated $207K sold.

Godshalk Welsh Capital Management first reported a position in MTB in Q4 2014 and held it in 12 quarters. The position peaked at $654K in Q1 2015. 897 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

Godshalk Welsh Capital Management reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
Godshalk Welsh Capital Management sold 1,175 M&T Bank shares in Q4 2022, an estimated $207K.
Godshalk Welsh Capital Management first reported a position in M&T Bank in Q4 2014 and held it in 12 quarters.
Godshalk Welsh Capital Management's M&T Bank position peaked at $654K in Q1 2015.
897 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Godshalk Welsh Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.