JT Stratford LLC’s M&T Bank MTB Stock Holding History

JT Stratford LLC’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 Q1	–	Sell	-7,611	Closed	-$1.04M	–	274
2023 Q4	$1.04M	Buy	+7,611	New	+$956K	0.24%	107

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

JT Stratford LLC's MTB Position: Q1 2024 in Review

JT Stratford LLC sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 7,611 shares — an estimated $1.04M sold.

JT Stratford LLC first reported a position in MTB in Q4 2023 and held it in 1 quarter. The position peaked at $1.04M in Q4 2023. 893 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

JT Stratford LLC reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
JT Stratford LLC sold 7,611 M&T Bank shares in Q1 2024, an estimated $1.04M.
JT Stratford LLC first reported a position in M&T Bank in Q4 2023 and held it in 1 quarter.
JT Stratford LLC's M&T Bank position peaked at $1.04M in Q4 2023.
893 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on JT Stratford LLC's 13F filing for Q1 2024, filed 14 May 2024.