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Eagle Ridge Investment Management’s M&T Bank MTB Stock Holding History

Eagle Ridge Investment 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
Q2 		– Sell
-47,970
Closed -$4.96M – 127
2020
Q1 		$4.96M Buy
47,970
+1,333
+3% +$196K 0.86% 44
2019
Q4 		$7.92M Buy
46,637
+632
+1% +$103K 1.06% 43
2019
Q3 		$7.27M Buy
46,005
+69
+0.2% +$10.9K 1.05% 43
2019
Q2 		$7.81M Buy
45,936
+682
+2% +$113K 1.13% 34
2019
Q1 		$7.11M Buy
45,254
+18
+0% +$2.96K 1.04% 38
2018
Q4 		$6.47M Sell
45,236
-16
-0% -$2.56K 1.1% 38
2018
Q3 		$7.45M Sell
45,252
-152
-0.3% -$26.4K 1.07% 37
2018
Q2 		$7.72M Buy
45,404
+562
+1% +$101K 1.17% 36
2018
Q1 		$8.27M Buy
44,842
+415
+0.9% +$77.4K 1.28% 31
2017
Q4 		$7.6M Buy
44,427
+987
+2% +$164K 1.17% 35
2017
Q3 		$7M Buy
43,440
+165
+0.4% +$25.9K 1.16% 36
2017
Q2 		$7.01M Buy
43,275
+1,403
+3% +$221K 1.33% 33
2017
Q1 		$6.48M Buy
41,872
+1,387
+3% +$224K 1.27% 33
2016
Q4 		$6.33M Sell
40,485
-15
-0% -$2.03K 1.32% 28
2016
Q3 		$4.7M Buy
40,500
+525
+1% +$61K 1.04% 55
2016
Q2 		$4.73M Buy
+39,975
New +$4.64M 1.08% 51

Other funds holding MTB

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

Eagle Ridge Investment Management's MTB Position: Q2 2020 in Review

Eagle Ridge Investment Management sold out of M&T Bank (MTB) in Q2 2020, closing a stake of 47,970 shares — an estimated $4.96M sold.

Eagle Ridge Investment Management first reported a position in MTB in Q2 2016 and held it in 16 quarters. The position peaked at $8.27M in Q1 2018. 595 funds tracked by Wall St. Rank hold MTB as of Q2 2020.

  • Eagle Ridge Investment Management reported no remaining M&T Bank position as of Q2 2020 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 47,970 M&T Bank shares in Q2 2020, an estimated $4.96M.
  • Eagle Ridge Investment Management first reported a position in M&T Bank in Q2 2016 and held it in 16 quarters.
  • Eagle Ridge Investment Management's M&T Bank position peaked at $8.27M in Q1 2018.
  • 595 funds tracked by Wall St. Rank held M&T Bank as of Q2 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2020, filed 29 Jul 2020.