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

Berman 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
2021 Q3	$94K	Buy	630 +202	+47%	+$28K	0.01%	460
2021 Q2	$62K	Buy	428 +28	+7%	+$4.37K	0.01%	505
2021 Q1	$60K	Hold	400	–	–	0.01%	419
2020 Q4	$50K	Buy	400 +62	+18%	+$7.06K	0.01%	410
2020 Q3	$30K	Buy	338 +234	+225%	+$23.9K	0.01%	477
2020 Q2	$10K	Sell	104 -183	-64%	-$19.3K	﹤0.01%	767
2020 Q1	$28K	Sell	287 -66	-19%	-$9.71K	0.01%	413
2019 Q4	$59K	Buy	353 +1	+0.3%	+$162	0.02%	294
2019 Q3	$55K	Sell	352 -14	-4%	-$2.2K	0.02%	288
2019 Q2	$61K	Hold	366	–	–	0.02%	274
2019 Q1	$56K	Buy	366 +12	+3%	+$1.97K	0.02%	261
2018 Q4	$49K	Buy	+354	New	+$56.6K	0.02%	253

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Berman Capital Advisors's MTB Position: Q3 2021 in Review

Berman Capital Advisors increased its M&T Bank (MTB) stake by 47% in Q3 2021, buying an estimated $28K and bringing the position to 630 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #460.

Berman Capital Advisors first reported a position in MTB in Q4 2018 and has held it in 12 quarters since. 646 funds tracked by Wall St. Rank hold MTB as of Q3 2021.

Berman Capital Advisors held 630 shares of M&T Bank worth $94K as of Q3 2021.
Berman Capital Advisors bought 202 M&T Bank shares in Q3 2021, an estimated $28K.
M&T Bank made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #460 holding.
Berman Capital Advisors first reported a position in M&T Bank in Q4 2018 and has held it in 12 quarters since.
646 funds tracked by Wall St. Rank held M&T Bank as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.