Silvercrest Asset Management’s M&T Bank MTB Stock Holding History

Silvercrest Asset 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
2023 Q4	–	Sell	-2,359	Closed	-$298K	–	863
2023 Q3	$298K	Hold	2,359	–	–	﹤0.01%	746
2023 Q2	$292K	Buy	2,359 +252	+12%	+$30.5K	﹤0.01%	750
2023 Q1	$252K	Hold	2,107	–	–	﹤0.01%	741
2022 Q4	$306K	Sell	2,107 -36	-2%	-$5.92K	﹤0.01%	708
2022 Q3	$378K	Hold	2,143	–	–	﹤0.01%	674
2022 Q2	$342K	Buy	2,143 +304	+17%	+$51.1K	﹤0.01%	698
2022 Q1	$312K	Sell	1,839 -109	-6%	-$19.2K	﹤0.01%	759
2021 Q4	$299K	Buy	1,948 +9	+0.5%	+$1.38K	﹤0.01%	745
2021 Q3	$290K	Hold	1,939	–	–	﹤0.01%	757
2021 Q2	$282K	Sell	1,939 -50	-3%	-$7.81K	﹤0.01%	765
2021 Q1	$302K	Buy	1,989 +16	+0.8%	+$2.36K	﹤0.01%	748
2020 Q4	$251K	Buy	+1,973	New	+$225K	﹤0.01%	744
2020 Q3	–	Sell	-2,073	Closed	-$216K	–	778
2020 Q2	$216K	Hold	2,073	–	–	﹤0.01%	696
2020 Q1	$214K	Hold	2,073	–	–	﹤0.01%	657
2019 Q4	$352K	Hold	2,073	–	–	﹤0.01%	639
2019 Q3	$327K	Sell	2,073 -200	-9%	-$31.5K	﹤0.01%	626
2019 Q2	$387K	Buy	+2,273	New	+$377K	﹤0.01%	460

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Silvercrest Asset Management's MTB Position: Q4 2023 in Review

Silvercrest Asset Management sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 2,359 shares — an estimated $298K sold.

Silvercrest Asset Management first reported a position in MTB in Q2 2019 and held it in 17 quarters. The position peaked at $387K in Q2 2019. 890 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

Silvercrest Asset Management reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
Silvercrest Asset Management sold 2,359 M&T Bank shares in Q4 2023, an estimated $298K.
Silvercrest Asset Management first reported a position in M&T Bank in Q2 2019 and held it in 17 quarters.
Silvercrest Asset Management's M&T Bank position peaked at $387K in Q2 2019.
890 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Silvercrest Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.