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

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

Shelton Capital Management's MTB Position: Q4 2022 in Review

Shelton Capital Management sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 1,177 shares — an estimated $208K sold.

Shelton Capital Management first reported a position in MTB in Q4 2017 and held it in 5 quarters. The position peaked at $218K in Q1 2018. 895 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

Shelton Capital Management reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
Shelton Capital Management sold 1,177 M&T Bank shares in Q4 2022, an estimated $208K.
Shelton Capital Management first reported a position in M&T Bank in Q4 2017 and held it in 5 quarters.
Shelton Capital Management's M&T Bank position peaked at $218K in Q1 2018.
895 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Shelton Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.