Simplicity Solutions’s M&T Bank MTB Stock Holding History

Simplicity Solutions’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	$361K	Buy	2,632 +7	+0.3%	+$880	0.01%	776
2023 Q3	$332K	Sell	2,625 -236	-8%	-$30.8K	0.01%	731
2023 Q2	$354K	Buy	2,861 +597	+26%	+$72.2K	0.01%	772
2023 Q1	$271K	Buy	+2,264	New	+$329K	0.01%	893
2022 Q4	–	Sell	-1,851	Closed	-$326K	–	703
2022 Q3	$326K	Buy	+1,851	New	+$328K	0.05%	429
2016 Q1	–	Sell	-21,361	Closed	-$2.59M	–	393
2015 Q4	$2.59M	Buy	21,361 +19,181	+880%	+$2.34M	0.31%	85
2015 Q3	$266K	Sell	2,180 -198	-8%	-$24.8K	0.29%	88
2015 Q2	$297K	Buy	+2,378	New	+$293K	0.28%	84

Other funds holding MTB

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Simplicity Solutions's MTB Position: Q4 2023 in Review

Simplicity Solutions increased its M&T Bank (MTB) stake by 0.27% in Q4 2023, buying an estimated $880 and bringing the position to 2,632 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #776.

Simplicity Solutions first reported a position in MTB in Q2 2015 and has held it in 8 quarters since. The position peaked at $2.59M in Q4 2015. 887 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

Simplicity Solutions held 2,632 shares of M&T Bank worth $361K as of Q4 2023.
Simplicity Solutions bought 7 M&T Bank shares in Q4 2023, an estimated $880.
M&T Bank made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #776 holding.
Simplicity Solutions first reported a position in M&T Bank in Q2 2015 and has held it in 8 quarters since.
Simplicity Solutions's M&T Bank position peaked at $2.59M in Q4 2015.
887 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.