Murray Stahl’s M&T Bank MTB Stock Holding History

Murray Stahl’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 Q4	–	Sell	-1,167	Closed	-$206K	–	340
2022 Q3	$206K	Buy	+1,167	New	+$207K	﹤0.01%	290
2021 Q3	–	Sell	-1,550	Closed	-$225K	–	344
2021 Q2	$225K	Hold	1,550	–	–	﹤0.01%	321
2021 Q1	$235K	Buy	+1,550	New	+$229K	0.01%	314
2020 Q3	–	Sell	-1,925	Closed	-$200K	–	389
2020 Q2	$200K	Buy	+1,925	New	+$203K	0.01%	355
2020 Q1	–	Sell	-1,925	Closed	-$327K	–	443
2019 Q4	$327K	Hold	1,925	–	–	0.01%	301
2019 Q3	$304K	Sell	1,925 -840	-30%	-$132K	0.01%	379
2019 Q2	$470K	Sell	2,765 -63	-2%	-$10.4K	0.01%	265
2019 Q1	$444K	Buy	+2,828	New	+$464K	0.01%	271

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Murray Stahl's MTB Position: Q4 2022 in Review

Murray Stahl sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 1,167 shares — an estimated $206K sold.

Murray Stahl first reported a position in MTB in Q1 2019 and held it in 8 quarters. The position peaked at $470K in Q2 2019. 897 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

Murray Stahl reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
Murray Stahl sold 1,167 M&T Bank shares in Q4 2022, an estimated $206K.
Murray Stahl first reported a position in M&T Bank in Q1 2019 and held it in 8 quarters.
Murray Stahl's M&T Bank position peaked at $470K in Q2 2019.
897 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Horizon Kinetics Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.