Vigilant Capital Management’s M&T Bank MTB Stock Holding History

Vigilant Capital 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	$186K	Buy	+1,500	New	+$181K	0.01%	153
2022 Q2	–	Sell	-700	Closed	-$119K	–	618
2022 Q1	$119K	Hold	700	–	–	0.01%	223
2021 Q4	$108K	Sell	700 -799	-53%	-$123K	0.01%	248
2021 Q3	$224K	Buy	1,499 +50	+3%	+$6.93K	0.02%	139
2021 Q2	$211K	Buy	1,449 +749	+107%	+$117K	0.02%	148
2021 Q1	$106K	Hold	700	–	–	0.01%	190
2020 Q4	$89K	Hold	700	–	–	0.01%	184
2020 Q3	$64K	Buy	+700	New	+$71.5K	0.01%	205
2018 Q4	–	Sell	-27	Closed	-$4K	–	483
2018 Q3	$4K	Hold	27	–	–	﹤0.01%	419
2018 Q2	$5K	Buy	+27	New	+$4.84K	﹤0.01%	429

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

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

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

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

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

Vigilant Capital Management's MTB Position: Q2 2023 in Review

Vigilant Capital Management opened a new position in M&T Bank (MTB) in Q2 2023: 1,500 shares worth $186K. The stake represents 0.01% of the portfolio and ranks #153 among its holdings. This is a return to the name: Vigilant Capital Management previously reported a position in MTB as recently as Q1 2022.

Vigilant Capital Management first reported a position in MTB in Q2 2018 and has held it in 10 quarters since. The position peaked at $224K in Q3 2021. 828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

Vigilant Capital Management held 1,500 shares of M&T Bank worth $186K as of Q2 2023.
M&T Bank was a new Vigilant Capital Management position in Q2 2023.
M&T Bank made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #153 holding.
Vigilant Capital Management first reported a position in M&T Bank in Q2 2018 and has held it in 10 quarters since.
Vigilant Capital Management's M&T Bank position peaked at $224K in Q3 2021.
828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.