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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Farm Mutual Automobile Insurance

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

Geode Capital Management

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