LVM Capital Management’s M&T Bank MTB Stock Holding History

LVM Capital 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
2023 Q1	–	Sell	-4,335	Closed	-$629K	–	144
2022 Q4	$629K	Buy	+4,335	New	+$713K	0.09%	83

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

LVM Capital Management's MTB Position: Q1 2023 in Review

LVM Capital Management sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 4,335 shares — an estimated $629K sold.

LVM Capital Management first reported a position in MTB in Q4 2022 and held it in 1 quarter. The position peaked at $629K in Q4 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

LVM Capital Management reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
LVM Capital Management sold 4,335 M&T Bank shares in Q1 2023, an estimated $629K.
LVM Capital Management first reported a position in M&T Bank in Q4 2022 and held it in 1 quarter.
LVM Capital Management's M&T Bank position peaked at $629K in Q4 2022.
825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on LVM Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.