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

Weld 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
2021 Q3	–	Sell	-3,947	Closed	-$574K	–	121
2021 Q2	$574K	Buy	+3,947	New	+$617K	0.58%	53
2019 Q2	–	Sell	-15,254	Closed	-$2.4M	–	873
2019 Q1	$2.4M	Buy	15,254 +12,632	+482%	+$2.07M	0.44%	26
2018 Q4	$375K	Buy	+2,622	New	+$419K	0.08%	436

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Weld Capital Management's MTB Position: Q3 2021 in Review

Weld Capital Management sold out of M&T Bank (MTB) in Q3 2021, closing a stake of 3,947 shares — an estimated $574K sold.

Weld Capital Management first reported a position in MTB in Q4 2018 and held it in 3 quarters. The position peaked at $2.4M in Q1 2019. 646 funds tracked by Wall St. Rank hold MTB as of Q3 2021.

Weld Capital Management reported no remaining M&T Bank position as of Q3 2021 after selling out during the quarter.
Weld Capital Management sold 3,947 M&T Bank shares in Q3 2021, an estimated $574K.
Weld Capital Management first reported a position in M&T Bank in Q4 2018 and held it in 3 quarters.
Weld Capital Management's M&T Bank position peaked at $2.4M in Q1 2019.
646 funds tracked by Wall St. Rank held M&T Bank as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.