Phase 2 Partners’s M&T Bank MTB Stock Holding History

Phase 2 Partners’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 Q2	–	Sell	-50,557	Closed	-$6.05M	–	31
2023 Q1	$6.05M	Buy	+50,557	New	+$7.34M	2.61%	20

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

Phase 2 Partners's MTB Position: Q2 2023 in Review

Phase 2 Partners sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 50,557 shares — an estimated $6.05M sold.

Phase 2 Partners first reported a position in MTB in Q1 2023 and held it in 1 quarter. The position peaked at $6.05M in Q1 2023. 828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

Phase 2 Partners reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
Phase 2 Partners sold 50,557 M&T Bank shares in Q2 2023, an estimated $6.05M.
Phase 2 Partners first reported a position in M&T Bank in Q1 2023 and held it in 1 quarter.
Phase 2 Partners's M&T Bank position peaked at $6.05M in Q1 2023.
828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Phase 2 Partners's 13F filing for Q2 2023, filed 14 Aug 2023.