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John G. Ullman & Associates’s M&T Bank MTB Stock Holding History

John G. Ullman & Associates’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
2024
Q4 		– Sell
-3,106
Closed -$553K – 183
2024
Q3 		$553K Buy
+3,106
New +$515K 0.08% 129

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

John G. Ullman & Associates's MTB Position: Q4 2024 in Review

John G. Ullman & Associates sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 3,106 shares — an estimated $553K sold.

John G. Ullman & Associates first reported a position in MTB in Q3 2024 and held it in 1 quarter. The position peaked at $553K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

  • John G. Ullman & Associates reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
  • John G. Ullman & Associates sold 3,106 M&T Bank shares in Q4 2024, an estimated $553K.
  • John G. Ullman & Associates first reported a position in M&T Bank in Q3 2024 and held it in 1 quarter.
  • John G. Ullman & Associates's M&T Bank position peaked at $553K in Q3 2024.
  • 1,045 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on John G. Ullman & Associates's 13F filing for Q4 2024, filed 5 Feb 2025.