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Sierra Capital’s M&T Bank MTB Stock Holding History

Sierra Capital’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
Q1 		– Sell
-26
Closed -$4K – 431
2022
Q4 		$4K Hold
26
– – ﹤0.01% 431
2022
Q3 		$5K Hold
26
– – ﹤0.01% 422
2022
Q2 		$4K Buy
26
+6
+30% +$1.01K ﹤0.01% 507
2022
Q1 		$3K Hold
20
– – ﹤0.01% 605
2021
Q4 		$3K Buy
+20
New +$3.07K ﹤0.01% 611

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sierra Capital's MTB Position: Q1 2023 in Review

Sierra Capital sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 26 shares — an estimated $4K sold.

Sierra Capital first reported a position in MTB in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q3 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

  • Sierra Capital reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 26 M&T Bank shares in Q1 2023, an estimated $4K.
  • Sierra Capital first reported a position in M&T Bank in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's M&T Bank position peaked at $5K in Q3 2022.
  • 825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.