Aperio Group’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6.13M | Sell |
48,113
-1,853
| -4% | -$211K | 0.02% | 739 |
|
|
2020
Q3 | $4.6M | Sell |
49,966
-4,513
| -8% | -$461K | 0.02% | 770 |
|
|
2020
Q2 | $5.66M | Sell |
54,479
-24,665
| -31% | -$2.6M | 0.02% | 689 |
|
|
2020
Q1 | $8.19M | Buy |
79,144
+3,898
| +5% | +$573K | 0.04% | 486 |
|
|
2019
Q4 | $12.8M | Sell |
75,246
-2,599
| -3% | -$422K | 0.05% | 424 |
|
|
2019
Q3 | $12.3M | Sell |
77,845
-5,994
| -7% | -$943K | 0.05% | 422 |
|
|
2019
Q2 | $14.3M | Sell |
83,839
-1,993
| -2% | -$330K | 0.06% | 363 |
|
|
2019
Q1 | $13.5M | Sell |
85,832
-3,709
| -4% | -$609K | 0.06% | 360 |
|
|
2018
Q4 | $12.8M | Buy |
89,541
+6,802
| +8% | +$1.09M | 0.06% | 332 |
|
|
2018
Q3 | $13.6M | Buy |
82,739
+2,249
| +3% | +$390K | 0.06% | 354 |
|
|
2018
Q2 | $13.7M | Buy |
80,490
+2,278
| +3% | +$408K | 0.07% | 342 |
|
|
2018
Q1 | $14.4M | Buy |
78,212
+1,330
| +2% | +$248K | 0.07% | 316 |
|
|
2017
Q4 | $13.1M | Buy |
76,882
+6,877
| +10% | +$1.14M | 0.07% | 343 |
|
|
2017
Q3 | $11.3M | Buy |
70,005
+3,020
| +5% | +$475K | 0.06% | 359 |
|
|
2017
Q2 | $10.8M | Buy |
66,985
+10,996
| +20% | +$1.73M | 0.07% | 355 |
|
|
2017
Q1 | $8.66M | Buy |
55,989
+2,037
| +4% | +$330K | 0.06% | 371 |
|
|
2016
Q4 | $8.44M | Buy |
53,952
+7,440
| +16% | +$1.01M | 0.06% | 354 |
|
|
2016
Q3 | $5.4M | Buy |
46,512
+84
| +0.2% | +$9.76K | 0.04% | 510 |
|
|
2016
Q2 | $5.49M | Sell |
46,428
-300
| -0.6% | -$34.8K | 0.04% | 479 |
|
|
2016
Q1 | $5.19M | Sell |
46,728
-4,622
| -9% | -$502K | 0.04% | 464 |
|
|
2015
Q4 | $6.22M | Sell |
51,350
-1,580
| -3% | -$193K | 0.06% | 382 |
|
|
2015
Q3 | $6.46M | Sell |
52,930
-718
| -1% | -$89.8K | 0.07% | 353 |
|
|
2015
Q2 | $6.7M | Buy |
53,648
+4,180
| +8% | +$515K | 0.07% | 328 |
|
|
2015
Q1 | $6.28M | Sell |
49,468
-2,597
| -5% | -$314K | 0.07% | 342 |
|
|
2014
Q4 | $6.54M | Sell |
52,065
-6,774
| -12% | -$832K | 0.08% | 303 |
|
|
2014
Q3 | $7.25M | Sell |
58,839
-418
| -0.7% | -$51.5K | 0.1% | 258 |
|
|
2014
Q2 | $7.35M | Buy |
59,257
+12,346
| +26% | +$1.5M | 0.11% | 233 |
|
|
2014
Q1 | $5.69M | Buy |
+46,911
| New | +$5.41M | 0.08% | 319 |
|
|
2013
Q4 | – | Sell |
-40,042
| Closed | -$4.55M | – | 321 |
|
|
2013
Q3 | $4.48M | Buy |
40,042
+2,930
| +8% | +$339K | 0.09% | 295 |
|
|
2013
Q2 | $4.15M | Buy |
+37,112
| New | +$3.83M | 0.1% | 255 |
|
Other funds holding MTB
Aperio Group's MTB Position: Q4 2020 in Review
Aperio Group reduced its M&T Bank (MTB) stake by 3.7% in Q4 2020, selling an estimated $211K and leaving 48,113 shares worth $6.13M. The position accounts for 0.02% of the portfolio, ranked #739.
Aperio Group first reported a position in MTB in Q2 2013 and has held it in 30 quarters since. The position peaked at $14.4M in Q1 2018. 621 funds tracked by Wall St. Rank hold MTB as of Q4 2020.
- Aperio Group held 48,113 shares of M&T Bank worth $6.13M as of Q4 2020.
- Aperio Group sold 1,853 M&T Bank shares in Q4 2020, an estimated $211K.
- M&T Bank made up 0.02% of Aperio Group's portfolio in Q4 2020, its #739 holding.
- Aperio Group first reported a position in M&T Bank in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's M&T Bank position peaked at $14.4M in Q1 2018.
- 621 funds tracked by Wall St. Rank held M&T Bank as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.