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LVZ Inc’s M&T Bank MTB Stock Holding History

LVZ Inc’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
-2,862
Closed -$392K – 157
2023
Q4 		$392K Buy
2,862
+242
+9% +$30.4K 0.06% 86
2023
Q3 		$331K Sell
2,620
-1,027
-28% -$134K 0.05% 82
2023
Q2 		$451K Buy
3,647
+759
+26% +$91.8K 0.06% 78
2023
Q1 		$345K Sell
2,888
-78
-3% -$11.3K 0.05% 101
2022
Q4 		$430K Buy
2,966
+136
+5% +$22.4K 0.07% 78
2022
Q3 		$499K Sell
2,830
-53
-2% -$9.38K 0.09% 57
2022
Q2 		$459K Buy
+2,883
New +$484K 0.08% 59

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LVZ Inc's MTB Position: Q1 2024 in Review

LVZ Inc sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 2,862 shares — an estimated $392K sold.

LVZ Inc first reported a position in MTB in Q2 2022 and held it in 7 quarters. The position peaked at $499K in Q3 2022. 893 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

  • LVZ Inc reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
  • LVZ Inc sold 2,862 M&T Bank shares in Q1 2024, an estimated $392K.
  • LVZ Inc first reported a position in M&T Bank in Q2 2022 and held it in 7 quarters.
  • LVZ Inc's M&T Bank position peaked at $499K in Q3 2022.
  • 893 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on LVZ Inc's 13F filing for Q1 2024, filed 17 Apr 2024.