Zeke Capital Advisors’s M&T Bank MTB Stock Holding History

Zeke Capital Advisors’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
2022 Q4	$368K	Buy	+2,535	New	+$417K	0.02%	299
2018 Q4	–	Sell	-5,787	Closed	-$952K	–	608
2018 Q3	$952K	Hold	5,787	–	–	0.08%	259
2018 Q2	$985K	Hold	5,787	–	–	0.09%	186
2018 Q1	$1.07M	Hold	5,787	–	–	0.1%	183
2017 Q4	$990K	Buy	5,787 +2,372	+69%	+$394K	0.1%	161
2017 Q3	$550K	Buy	+3,415	New	+$537K	0.08%	205

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Zeke Capital Advisors's MTB Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in M&T Bank (MTB) in Q4 2022: 2,535 shares worth $368K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in MTB as recently as Q3 2018.

Zeke Capital Advisors first reported a position in MTB in Q3 2017 and has held it in 6 quarters since. The position peaked at $1.07M in Q1 2018. 896 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

Zeke Capital Advisors held 2,535 shares of M&T Bank worth $368K as of Q4 2022.
M&T Bank was a new Zeke Capital Advisors position in Q4 2022.
M&T Bank made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #299 holding.
Zeke Capital Advisors first reported a position in M&T Bank in Q3 2017 and has held it in 6 quarters since.
Zeke Capital Advisors's M&T Bank position peaked at $1.07M in Q1 2018.
896 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.