Seizert Capital Partners’s M&T Bank MTB Stock Holding History

Seizert Capital 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 Q4	–	Sell	-178,517	Closed	-$22.6M	–	181
2023 Q3	$22.6M	Buy	178,517 +4,042	+2%	+$527K	1.2%	35
2023 Q2	$21.6M	Sell	174,475 -4	-0%	-$484	1.16%	35
2023 Q1	$20.9M	Buy	174,479 +32,956	+23%	+$4.78M	1.15%	34
2022 Q4	$20.5M	Buy	141,523 +31,416	+29%	+$5.17M	1.09%	37
2022 Q3	$19.4M	Sell	110,107 -25,570	-19%	-$4.52M	1.09%	37
2022 Q2	$21.6M	Sell	135,677 -59,847	-31%	-$10.1M	1.15%	37
2022 Q1	$33.1M	Sell	195,524 -2,700	-1%	-$476K	1.52%	27
2021 Q4	$30.4M	Sell	198,224 -6,400	-3%	-$983K	1.36%	29
2021 Q3	$30.6M	Buy	204,624 +7,561	+4%	+$1.05M	1.4%	28
2021 Q2	$28.6M	Buy	197,063 +8,748	+5%	+$1.37M	1.37%	27
2021 Q1	$28.6M	Buy	188,315 +21,472	+13%	+$3.17M	1.49%	27
2020 Q4	$21.2M	Buy	+166,843	New	+$19M	1.24%	34

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seizert Capital Partners's MTB Position: Q4 2023 in Review

Seizert Capital Partners sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 178,517 shares — an estimated $22.6M sold.

Seizert Capital Partners first reported a position in MTB in Q4 2020 and held it in 12 quarters. The position peaked at $33.1M in Q1 2022. 888 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

Seizert Capital Partners reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
Seizert Capital Partners sold 178,517 M&T Bank shares in Q4 2023, an estimated $22.6M.
Seizert Capital Partners first reported a position in M&T Bank in Q4 2020 and held it in 12 quarters.
Seizert Capital Partners's M&T Bank position peaked at $33.1M in Q1 2022.
888 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Seizert Capital Partners's 13F filing for Q4 2023, filed 7 Feb 2024.