Shelton Capital Management’s M&T Bank MTB Stock Holding History

Shelton Capital 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 Q4	–	Sell	-1,177	Closed	-$208K	–	711
2022 Q3	$208K	Buy	+1,177	New	+$208K	0.01%	622
2019 Q3	–	Sell	-1,180	Closed	-$201K	–	853
2019 Q2	$201K	Buy	+1,180	New	+$196K	0.01%	772
2018 Q3	–	Sell	-1,180	Closed	-$201K	–	931
2018 Q2	$201K	Hold	1,180	–	–	0.01%	814
2018 Q1	$218K	Hold	1,180	–	–	0.01%	732
2017 Q4	$202K	Buy	+1,180	New	+$196K	0.01%	814

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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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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