Sargent Bickham Lagudis’s M&T Bank MTB Stock Holding History

Sargent Bickham Lagudis’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	$12.9K	Hold	89	–	–	﹤0.01%	684
2022 Q3	$16K	Sell	89 -27	-23%	-$4.78K	﹤0.01%	621
2022 Q2	$18K	Buy	116 +27	+30%	+$4.54K	﹤0.01%	611
2022 Q1	$15K	Hold	89	–	–	﹤0.01%	651
2021 Q4	$14K	Buy	+89	New	+$13.7K	﹤0.01%	660
2018 Q2	–	Sell	-50	Closed	-$9K	–	781
2018 Q1	$9K	Buy	+50	New	+$9.32K	﹤0.01%	605
2016 Q3	–	Sell	-50	Closed	-$4K	–	754
2016 Q2	$4K	Hold	50	–	–	﹤0.01%	627
2016 Q1	$4K	Buy	+50	New	+$5.43K	﹤0.01%	650

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

Sargent Bickham Lagudis's MTB Position: Q4 2022 in Review

Sargent Bickham Lagudis held its M&T Bank (MTB) position steady in Q4 2022 at 89 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Sargent Bickham Lagudis first reported a position in MTB in Q1 2016 and has held it in 8 quarters since. The position peaked at $18K in Q2 2022. 895 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

Sargent Bickham Lagudis held 89 shares of M&T Bank worth $12.9K as of Q4 2022.
Sargent Bickham Lagudis left its M&T Bank share count unchanged in Q4 2022.
M&T Bank made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #684 holding.
Sargent Bickham Lagudis first reported a position in M&T Bank in Q1 2016 and has held it in 8 quarters since.
Sargent Bickham Lagudis's M&T Bank position peaked at $18K in Q2 2022.
895 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.