LF
MTB icon

Lee Financial’s M&T Bank MTB Stock Holding History

Lee Financial’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
-18
Closed -$2.47K – 578
2023
Q4 		$2.47K Hold
18
– – ﹤0.01% 701
2023
Q3 		$2.28K Hold
18
– – ﹤0.01% 655
2023
Q2 		$2.23K Buy
18
+6
+50% +$726 ﹤0.01% 638
2023
Q1 		$1.44K Sell
12
-3
-20% -$435 ﹤0.01% 717
2022
Q4 		$2.18K Hold
15
– – ﹤0.01% 676
2022
Q3 		$3K Buy
15
+3
+25% +$531 ﹤0.01% 628
2022
Q2 		$2K Hold
12
– – ﹤0.01% 712
2022
Q1 		$2K Buy
+12
New +$2.12K ﹤0.01% 663
2018
Q3 		– Sell
-59
Closed -$10K – 616
2018
Q2 		$10K Hold
59
– – ﹤0.01% 481
2018
Q1 		$11K Buy
+59
New +$11K ﹤0.01% 447

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's MTB Position: Q1 2024 in Review

Lee Financial sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 18 shares — an estimated $2.47K sold.

Lee Financial first reported a position in MTB in Q1 2018 and held it in 10 quarters. The position peaked at $11K in Q1 2018. 895 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

  • Lee Financial reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 18 M&T Bank shares in Q1 2024, an estimated $2.47K.
  • Lee Financial first reported a position in M&T Bank in Q1 2018 and held it in 10 quarters.
  • Lee Financial's M&T Bank position peaked at $11K in Q1 2018.
  • 895 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.