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Steamboat Capital Partners’s M&T Bank MTB Stock Holding History

Steamboat Capital Partners’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
2024
Q1 		– Sell
-5,000
Closed -$685K – 43
2023
Q4 		$685K Sell
5,000
-823
-14% -$103K 0.26% 39
2023
Q3 		$736K Buy
5,823
+109
+2% +$14.2K 0.27% 39
2023
Q2 		$707K Sell
5,714
-286
-5% -$34.6K 0.24% 38
2023
Q1 		$717K Buy
+6,000
New +$871K 0.24% 36

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Steamboat Capital Partners's MTB Position: Q1 2024 in Review

Steamboat Capital Partners sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 5,000 shares — an estimated $685K sold.

Steamboat Capital Partners first reported a position in MTB in Q1 2023 and held it in 4 quarters. The position peaked at $736K in Q3 2023. 893 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

  • Steamboat Capital Partners reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
  • Steamboat Capital Partners sold 5,000 M&T Bank shares in Q1 2024, an estimated $685K.
  • Steamboat Capital Partners first reported a position in M&T Bank in Q1 2023 and held it in 4 quarters.
  • Steamboat Capital Partners's M&T Bank position peaked at $736K in Q3 2023.
  • 893 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Steamboat Capital Partners's 13F filing for Q1 2024, filed 7 May 2024.