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Richard Bernstein Advisors’s M&T Bank MTB Stock Holding History

Richard Bernstein Advisors’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
-4,276
Closed -$682K – 230
2022
Q2 		$682K Hold
4,276
– – 0.01% 214
2022
Q1 		$725K Hold
4,276
– – 0.01% 243
2021
Q4 		$657K Hold
4,276
– – 0.01% 256
2021
Q3 		$639K Buy
4,276
+813
+23% +$113K 0.01% 280
2021
Q2 		$503K Hold
3,463
– – 0.01% 285
2021
Q1 		$525K Hold
3,463
– – 0.01% 292
2020
Q4 		$441K Hold
3,463
– – 0.01% 271
2020
Q3 		$319K Hold
3,463
– – 0.01% 235
2020
Q2 		$360K Hold
3,463
– – 0.01% 235
2020
Q1 		$358K Hold
3,463
– – 0.01% 190
2019
Q4 		$587K Sell
3,463
-6,685
-66% -$1.08M 0.02% 211
2019
Q3 		$1.6M Hold
10,148
– – 0.05% 193
2019
Q2 		$1.73M Hold
10,148
– – 0.06% 187
2019
Q1 		$1.59M Hold
10,148
– – 0.05% 221
2018
Q4 		$1.45M Hold
10,148
– – 0.05% 265
2018
Q3 		$1.67M Hold
10,148
– – 0.05% 284
2018
Q2 		$1.73M Buy
10,148
+1,133
+13% +$203K 0.06% 263
2018
Q1 		$1.66M Buy
9,015
+6,685
+287% +$1.25M 0.06% 229
2017
Q4 		$398K Buy
+2,330
New +$387K 0.02% 271

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return