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Waycross Partners’s M&T Bank MTB Stock Holding History

Waycross Partners’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
-4,000
Closed -$548K – 74
2023
Q4 		$548K Sell
4,000
-550
-12% -$69.1K 0.1% 70
2023
Q3 		$575K Hold
4,550
– – 0.13% 75
2023
Q2 		$563K Buy
4,550
+2,300
+102% +$278K 0.12% 78
2023
Q1 		$269K Buy
+2,250
New +$327K 0.08% 84

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waycross Partners's MTB Position: Q1 2024 in Review

Waycross Partners sold out of M&T Bank (MTB) in Q1 2024, closing a stake of 4,000 shares — an estimated $548K sold.

Waycross Partners first reported a position in MTB in Q1 2023 and held it in 4 quarters. The position peaked at $575K in Q3 2023. 893 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

  • Waycross Partners reported no remaining M&T Bank position as of Q1 2024 after selling out during the quarter.
  • Waycross Partners sold 4,000 M&T Bank shares in Q1 2024, an estimated $548K.
  • Waycross Partners first reported a position in M&T Bank in Q1 2023 and held it in 4 quarters.
  • Waycross Partners's M&T Bank position peaked at $575K in Q3 2023.
  • 893 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Waycross Partners's 13F filing for Q1 2024, filed 2 May 2024.