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

Cadence 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
2020 Q3	$401K	Sell	4,354 -977	-18%	-$99.9K	0.1%	178
2020 Q2	$554K	Buy	5,331 +1,013	+23%	+$107K	0.08%	307
2020 Q1	$447K	Buy	4,318 +2,983	+223%	+$439K	0.08%	333
2019 Q4	$227K	Buy	+1,335	New	+$217K	0.02%	399
2019 Q2	–	Sell	-1,753	Closed	-$275K	–	446
2019 Q1	$275K	Sell	1,753 -746	-30%	-$122K	0.02%	405
2018 Q4	$358K	Sell	2,499 -12,917	-84%	-$2.06M	0.04%	371
2018 Q3	$2.54M	Buy	15,416 +9,928	+181%	+$1.72M	0.14%	201
2018 Q2	$934K	Buy	5,488 +57	+1%	+$10.2K	0.06%	402
2018 Q1	$1M	Hold	5,431	–	–	0.07%	397
2017 Q4	$929K	Buy	5,431 +52	+1%	+$8.63K	0.06%	394
2017 Q3	$866K	Sell	5,379 -528	-9%	-$83K	0.05%	403
2017 Q2	$957K	Buy	5,907 +55	+0.9%	+$8.68K	0.07%	374
2017 Q1	$905K	Buy	5,852 +430	+8%	+$69.6K	0.06%	381
2016 Q4	$848K	Sell	5,422 -16,108	-75%	-$2.18M	0.06%	396
2016 Q3	$2.5M	Buy	21,530 +874	+4%	+$102K	0.18%	138
2016 Q2	$2.44M	Sell	20,656 -3,669	-15%	-$426K	0.18%	136
2016 Q1	$2.7M	Buy	24,325 +712	+3%	+$77.3K	0.19%	136
2015 Q4	$2.86M	Buy	23,613 +4,682	+25%	+$571K	0.19%	138
2015 Q3	$2.31M	Sell	18,931 -888	-4%	-$111K	0.16%	159
2015 Q2	$2.48M	Buy	19,819 +2,947	+17%	+$363K	0.14%	190
2015 Q1	$2.14M	Sell	16,872 -3,663	-18%	-$443K	0.13%	210
2014 Q4	$2.58M	Sell	20,535 -2,496	-11%	-$306K	0.15%	186
2014 Q3	$2.84M	Buy	23,031 +3,622	+19%	+$446K	0.15%	182
2014 Q2	$2.41M	Sell	19,409 -11,429	-37%	-$1.39M	0.12%	290
2014 Q1	$3.74M	Sell	30,838 -6,070	-16%	-$700K	0.16%	262
2013 Q4	$4.3M	Sell	36,908 -2,362	-6%	-$268K	0.16%	258
2013 Q3	$4.39M	Buy	+39,270	New	+$4.54M	0.15%	271

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Cadence Capital Management's MTB Position: Q3 2020 in Review

Cadence Capital Management reduced its M&T Bank (MTB) stake by 18% in Q3 2020, selling an estimated $99.9K and leaving 4,354 shares worth $401K. The position accounts for 0.1% of the portfolio, ranked #178.

Cadence Capital Management first reported a position in MTB in Q3 2013 and has held it in 27 quarters since. The position peaked at $4.39M in Q3 2013. 577 funds tracked by Wall St. Rank hold MTB as of Q3 2020.

Cadence Capital Management held 4,354 shares of M&T Bank worth $401K as of Q3 2020.
Cadence Capital Management sold 977 M&T Bank shares in Q3 2020, an estimated $99.9K.
M&T Bank made up 0.1% of Cadence Capital Management's portfolio in Q3 2020, its #178 holding.
Cadence Capital Management first reported a position in M&T Bank in Q3 2013 and has held it in 27 quarters since.
Cadence Capital Management's M&T Bank position peaked at $4.39M in Q3 2013.
577 funds tracked by Wall St. Rank held M&T Bank as of Q3 2020.

Based on Cadence Capital Management's 13F filing for Q3 2020, filed 16 Oct 2020.