Syntax Research’s M&T Bank MTB Stock Holding History

Syntax Research’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	-1,129	Closed	-$143K	–	184
2023 Q3	$143K	Buy	+1,129	New	+$147K	0.12%	61

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

Syntax Research's MTB Position: Q4 2023 in Review

Syntax Research sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 1,129 shares — an estimated $143K sold.

Syntax Research first reported a position in MTB in Q3 2023 and held it in 1 quarter. The position peaked at $143K in Q3 2023. 887 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

Syntax Research reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
Syntax Research sold 1,129 M&T Bank shares in Q4 2023, an estimated $143K.
Syntax Research first reported a position in M&T Bank in Q3 2023 and held it in 1 quarter.
Syntax Research's M&T Bank position peaked at $143K in Q3 2023.
887 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Syntax Research's 13F filing for Q4 2023, filed 30 Jan 2024.