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Longfellow Investment Management’s M&T Bank MTB Stock Holding History

Longfellow Investment Management’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
2022
Q3 		– Sell
-1,905
Closed -$304K – 357
2022
Q2 		$304K Buy
1,905
+497
+35% +$83.5K 0.07% 170
2022
Q1 		$239K Hold
1,408
– – 0.04% 202
2021
Q4 		$217K Hold
1,408
– – 0.04% 209
2021
Q3 		$211K Hold
1,408
– – 0.03% 225
2021
Q2 		$205K Sell
1,408
-761
-35% -$119K 0.03% 240
2021
Q1 		$329K Hold
2,169
– – 0.04% 275
2020
Q4 		$277K Buy
+2,169
New +$247K 0.03% 242

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Longfellow Investment Management's MTB Position: Q3 2022 in Review

Longfellow Investment Management sold out of M&T Bank (MTB) in Q3 2022, closing a stake of 1,905 shares — an estimated $304K sold.

Longfellow Investment Management first reported a position in MTB in Q4 2020 and held it in 7 quarters. The position peaked at $329K in Q1 2021. 922 funds tracked by Wall St. Rank hold MTB as of Q3 2022.

  • Longfellow Investment Management reported no remaining M&T Bank position as of Q3 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 1,905 M&T Bank shares in Q3 2022, an estimated $304K.
  • Longfellow Investment Management first reported a position in M&T Bank in Q4 2020 and held it in 7 quarters.
  • Longfellow Investment Management's M&T Bank position peaked at $329K in Q1 2021.
  • 922 funds tracked by Wall St. Rank held M&T Bank as of Q3 2022.

Based on Longfellow Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.