Voloridge Investment Management’s M&T Bank MTB Stock Holding History

Voloridge Investment 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 Q1	–	Sell	-4,453	Closed	-$610K	–	1290
2023 Q4	$610K	Buy	+4,453	New	+$559K	﹤0.01%	1010
2021 Q4	–	Sell	-133,636	Closed	-$20M	–	1745
2021 Q3	$20M	Buy	133,636 +123,553	+1,225%	+$17.1M	0.13%	206
2021 Q2	$1.47M	Buy	+10,083	New	+$1.58M	0.01%	1117
2020 Q4	–	Sell	-207,649	Closed	-$19.1M	–	1481
2020 Q3	$19.1M	Buy	207,649 +181,031	+680%	+$18.5M	0.16%	154
2020 Q2	$2.77M	Buy	+26,618	New	+$2.81M	0.03%	515
2019 Q4	–	Sell	-6,660	Closed	-$1.05M	–	1262
2019 Q3	$1.05M	Sell	6,660 -3,219	-33%	-$507K	0.02%	626
2019 Q2	$1.68M	Buy	+9,879	New	+$1.64M	0.05%	357
2018 Q3	–	Sell	-5,726	Closed	-$974K	–	408
2018 Q2	$974K	Buy	+5,726	New	+$1.03M	0.03%	320
2017 Q1	–	Sell	-9,264	Closed	-$1.45M	–	620
2016 Q4	$1.45M	Buy	+9,264	New	+$1.25M	0.03%	455

Other funds holding MTB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Voloridge Investment Management's MTB Position: Q1 2024 in Review

Voloridge Investment Management sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 4,453 shares — an estimated $610K sold.

Voloridge Investment Management first reported a position in MTB in Q4 2016 and held it in 9 quarters. The position peaked at $20M in Q3 2021. 895 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

Voloridge Investment Management reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
Voloridge Investment Management sold 4,453 M&T Bank shares in Q1 2024, an estimated $610K.
Voloridge Investment Management first reported a position in M&T Bank in Q4 2016 and held it in 9 quarters.
Voloridge Investment Management's M&T Bank position peaked at $20M in Q3 2021.
895 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Voloridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.