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Bellevue Group’s M&T Bank MTB Stock Holding History

Bellevue Group’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
2020
Q2 		– Sell
-3,000
Closed -$310K – 217
2020
Q1 		$310K Hold
3,000
– – 0.01% 200
2019
Q4 		$509K Hold
3,000
– – 0.01% 170
2019
Q3 		$474K Buy
3,000
+1,269
+73% +$200K 0.01% 165
2019
Q2 		$294K Buy
+1,731
New +$287K 0.01% 196

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bellevue Group's MTB Position: Q2 2020 in Review

Bellevue Group sold out of M&T Bank (MTB) in Q2 2020, closing a stake of 3,000 shares — an estimated $310K sold.

Bellevue Group first reported a position in MTB in Q2 2019 and held it in 4 quarters. The position peaked at $509K in Q4 2019. 595 funds tracked by Wall St. Rank hold MTB as of Q2 2020.

  • Bellevue Group reported no remaining M&T Bank position as of Q2 2020 after selling out during the quarter.
  • Bellevue Group sold 3,000 M&T Bank shares in Q2 2020, an estimated $310K.
  • Bellevue Group first reported a position in M&T Bank in Q2 2019 and held it in 4 quarters.
  • Bellevue Group's M&T Bank position peaked at $509K in Q4 2019.
  • 595 funds tracked by Wall St. Rank held M&T Bank as of Q2 2020.

Based on Bellevue Group's 13F filing for Q2 2020, filed 13 Aug 2020.