Kula Investments’s M&T Bank MTB Stock Holding History

Kula Investments’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 Q1	$1.02M	Buy	8,527 +5,777	+210%	+$839K	0.25%	119
2022 Q4	$399K	Buy	+2,750	New	+$452K	0.12%	288

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

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

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

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

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

Kula Investments's MTB Position: Q1 2023 in Review

Kula Investments increased its M&T Bank (MTB) stake by 210% in Q1 2023, buying an estimated $839K and bringing the position to 8,527 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #119.

Kula Investments first reported a position in MTB in Q4 2022 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

Kula Investments held 8,527 shares of M&T Bank worth $1.02M as of Q1 2023.
Kula Investments bought 5,777 M&T Bank shares in Q1 2023, an estimated $839K.
M&T Bank made up 0.25% of Kula Investments's portfolio in Q1 2023, its #119 holding.
Kula Investments first reported a position in M&T Bank in Q4 2022 and has held it in 2 quarters since.
825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.