Hudson Valley Investment Advisors’s M&T Bank MTB Stock Holding History

Hudson Valley Investment Advisors’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	-3,075	Closed	-$389K	–	185
2023 Q3	$389K	Sell	3,075 -245	-7%	-$32K	0.05%	141
2023 Q2	$411K	Buy	3,320 +71	+2%	+$8.59K	0.06%	151
2023 Q1	$389K	Sell	3,249 -306	-9%	-$44.4K	0.05%	166
2022 Q4	$516K	Sell	3,555 -250	-7%	-$41.1K	0.08%	136
2022 Q3	$671K	Sell	3,805 -50	-1%	-$8.85K	0.11%	123
2022 Q2	$614K	Sell	3,855 -30	-0.8%	-$5.04K	0.1%	126
2022 Q1	$659K	Sell	3,885 -400	-9%	-$70.5K	0.09%	132
2021 Q4	$658K	Sell	4,285 -455	-10%	-$69.9K	0.1%	112
2021 Q3	$708K	Sell	4,740 -200	-4%	-$27.7K	0.12%	108
2021 Q2	$718K	Sell	4,940 -2,652	-35%	-$414K	0.12%	106
2021 Q1	$1.15M	Hold	7,592	–	–	0.21%	89
2020 Q4	$966K	Sell	7,592 -375	-5%	-$42.7K	0.18%	91
2020 Q3	$734K	Sell	7,967 -400	-5%	-$40.9K	0.16%	96
2020 Q2	$870K	Buy	8,367 +93	+1%	+$9.82K	0.2%	87
2020 Q1	$856K	Buy	8,274 +3,254	+65%	+$479K	0.24%	84
2019 Q4	$852K	Buy	5,020 +25	+0.5%	+$4.06K	0.18%	97
2019 Q3	$789K	Sell	4,995 -371	-7%	-$58.4K	0.18%	101
2019 Q2	$913K	Hold	5,366	–	–	0.21%	91
2019 Q1	$843K	Hold	5,366	–	–	0.2%	91
2018 Q4	$768K	Sell	5,366 -75	-1%	-$12K	0.18%	97
2018 Q3	$895K	Buy	5,441 +3,846	+241%	+$667K	0.21%	91
2018 Q2	$271K	Sell	1,595 -25	-2%	-$4.48K	0.07%	128
2018 Q1	$299K	Hold	1,620	–	–	0.08%	125
2017 Q4	$277K	Sell	1,620 -25	-2%	-$4.15K	0.07%	132
2017 Q3	$265K	Hold	1,645	–	–	0.07%	132
2017 Q2	$266K	Sell	1,645 -25	-1%	-$3.94K	0.07%	131
2017 Q1	$258K	Hold	1,670	–	–	0.07%	132
2016 Q4	$261K	Sell	1,670 -211	-11%	-$28.6K	0.08%	131
2016 Q3	$218K	Hold	1,881	–	–	0.07%	140
2016 Q2	$222K	Hold	1,881	–	–	0.07%	138
2016 Q1	$209K	Buy	1,881 +75	+4%	+$8.14K	0.07%	134
2015 Q4	$219K	Hold	1,806	–	–	0.07%	137
2015 Q3	$220K	Sell	1,806 -125	-6%	-$15.6K	0.07%	137
2015 Q2	$241K	Sell	1,931 -75	-4%	-$9.24K	0.08%	130
2015 Q1	$255K	Sell	2,006 -70	-3%	-$8.47K	0.09%	115
2014 Q4	$261K	Hold	2,076	–	–	0.11%	106
2014 Q3	$256K	Sell	2,076 -125	-6%	-$15.4K	0.11%	108
2014 Q2	$273K	Sell	2,201 -780	-26%	-$95K	0.12%	109
2014 Q1	$362K	Sell	2,981 -300	-9%	-$34.6K	0.15%	96
2013 Q4	$382K	Hold	3,281	–	–	0.17%	91
2013 Q3	$367K	Buy	3,281 +300	+10%	+$34.7K	0.18%	92
2013 Q2	$333K	Buy	+2,981	New	+$307K	0.16%	95

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

Hudson Valley Investment Advisors's MTB Position: Q4 2023 in Review

Hudson Valley Investment Advisors sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 3,075 shares — an estimated $389K sold.

Hudson Valley Investment Advisors first reported a position in MTB in Q2 2013 and held it in 42 quarters. The position peaked at $1.15M in Q1 2021. 888 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

Hudson Valley Investment Advisors reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
Hudson Valley Investment Advisors sold 3,075 M&T Bank shares in Q4 2023, an estimated $389K.
Hudson Valley Investment Advisors first reported a position in M&T Bank in Q2 2013 and held it in 42 quarters.
Hudson Valley Investment Advisors's M&T Bank position peaked at $1.15M in Q1 2021.
888 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.