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Newman & Schimel’s M&T Bank MTB Stock Holding History

Newman & Schimel’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 		$360K Hold
2,484
– – 0.16% 37
2022
Q3 		$438K Hold
2,484
– – 0.22% 31
2022
Q2 		$396K Buy
+2,484
New +$417K 0.19% 34

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

Newman & Schimel's MTB Position: Q4 2022 in Review

Newman & Schimel held its M&T Bank (MTB) position steady in Q4 2022 at 2,484 shares worth $360K. The position accounts for 0.16% of the portfolio, ranked #37.

Newman & Schimel first reported a position in MTB in Q2 2022 and has held it in 3 quarters since. The position peaked at $438K in Q3 2022. 896 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

  • Newman & Schimel held 2,484 shares of M&T Bank worth $360K as of Q4 2022.
  • Newman & Schimel left its M&T Bank share count unchanged in Q4 2022.
  • M&T Bank made up 0.16% of Newman & Schimel's portfolio in Q4 2022, its #37 holding.
  • Newman & Schimel first reported a position in M&T Bank in Q2 2022 and has held it in 3 quarters since.
  • Newman & Schimel's M&T Bank position peaked at $438K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.