VAM
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Verity Asset Management’s M&T Bank MTB Stock Holding History

Verity 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
Q2 		– Sell
-3,251
Closed -$389K – 182
2023
Q1 		$389K Buy
+3,251
New +$472K 0.23% 105
2019
Q3 		– Sell
-2,563
Closed -$436K – 147
2019
Q2 		$436K Buy
2,563
+167
+7% +$27.7K 0.49% 69
2019
Q1 		$376K Buy
2,396
+199
+9% +$32.7K 0.43% 68
2018
Q4 		$314K Buy
2,197
+172
+8% +$27.5K 0.42% 66
2018
Q3 		$333K Buy
2,025
+233
+13% +$40.4K 0.33% 78
2018
Q2 		$305K Buy
1,792
+181
+11% +$32.4K 0.27% 76
2018
Q1 		$297K Buy
1,611
+95
+6% +$17.7K 0.27% 73
2017
Q4 		$289K Sell
1,516
-453
-23% -$75.2K 0.22% 88
2017
Q3 		$328K Buy
1,969
+57
+3% +$8.96K 0.25% 68
2017
Q2 		$310K Buy
1,912
+285
+18% +$45K 0.23% 77
2017
Q1 		$252K Buy
+1,627
New +$263K 0.21% 85

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BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return