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

Perpetual 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
-1,400
Closed -$223K – 218
2022
Q2 		$223K Sell
1,400
-49
-3% -$8.23K 0.03% 201
2022
Q1 		$246K Buy
+1,449
New +$256K 0.03% 208

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

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

Perpetual Investment Management sold out of M&T Bank (MTB) in Q3 2022, closing a stake of 1,400 shares — an estimated $223K sold.

Perpetual Investment Management first reported a position in MTB in Q1 2022 and held it in 2 quarters. The position peaked at $246K in Q1 2022. 923 funds tracked by Wall St. Rank hold MTB as of Q3 2022.

  • Perpetual Investment Management reported no remaining M&T Bank position as of Q3 2022 after selling out during the quarter.
  • Perpetual Investment Management sold 1,400 M&T Bank shares in Q3 2022, an estimated $223K.
  • Perpetual Investment Management first reported a position in M&T Bank in Q1 2022 and held it in 2 quarters.
  • Perpetual Investment Management's M&T Bank position peaked at $246K in Q1 2022.
  • 923 funds tracked by Wall St. Rank held M&T Bank as of Q3 2022.

Based on Perpetual Investment Management's 13F filing for Q3 2022, filed 10 Nov 2022.