UniSuper Management’s M&T Bank MTB Stock Holding History

UniSuper 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
2024 Q2	–	Sell	-6,177	Closed	-$898K	–	992
2024 Q1	$898K	Buy	6,177 +5,676	+1,133%	+$786K	0.01%	582
2023 Q4	$68.7K	Buy	+501	New	+$62.9K	﹤0.01%	699

Other funds holding MTB

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

UniSuper Management's MTB Position: Q2 2024 in Review

UniSuper Management sold out of M&T Bank (MTB) in Q2 2024, closing a stake of 6,177 shares — an estimated $898K sold.

UniSuper Management first reported a position in MTB in Q4 2023 and held it in 2 quarters. The position peaked at $898K in Q1 2024. 918 funds tracked by Wall St. Rank hold MTB as of Q2 2024.

UniSuper Management reported no remaining M&T Bank position as of Q2 2024 after selling out during the quarter.
UniSuper Management sold 6,177 M&T Bank shares in Q2 2024, an estimated $898K.
UniSuper Management first reported a position in M&T Bank in Q4 2023 and held it in 2 quarters.
UniSuper Management's M&T Bank position peaked at $898K in Q1 2024.
918 funds tracked by Wall St. Rank held M&T Bank as of Q2 2024.

Based on UniSuper Management's 13F filing for Q2 2024, filed 5 Aug 2024.