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Gofen & Glossberg’s M&T Bank MTB Stock Holding History

Gofen & Glossberg’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 		$229K Buy
1,582
+19
+1% +$3.12K 0.01% 489
2022
Q3 		$276K Buy
1,563
+10
+0.6% +$1.77K 0.01% 424
2022
Q2 		$248K Hold
1,553
– – 0.01% 454
2022
Q1 		$263K Hold
1,553
– – 0.01% 470
2021
Q4 		$239K Buy
+1,553
New +$238K 0.01% 520

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gofen & Glossberg's MTB Position: Q4 2022 in Review

Gofen & Glossberg increased its M&T Bank (MTB) stake by 1.2% in Q4 2022, buying an estimated $3.12K and bringing the position to 1,582 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #489.

Gofen & Glossberg first reported a position in MTB in Q4 2021 and has held it in 5 quarters since. The position peaked at $276K in Q3 2022. 897 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

  • Gofen & Glossberg held 1,582 shares of M&T Bank worth $229K as of Q4 2022.
  • Gofen & Glossberg bought 19 M&T Bank shares in Q4 2022, an estimated $3.12K.
  • M&T Bank made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #489 holding.
  • Gofen & Glossberg first reported a position in M&T Bank in Q4 2021 and has held it in 5 quarters since.
  • Gofen & Glossberg's M&T Bank position peaked at $276K in Q3 2022.
  • 897 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.