Elkfork Partners’s M&T Bank MTB Stock Holding History

Elkfork Partners’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
2019 Q3	$1.73M	Buy	10,956 +3,916	+56%	+$616K	0.04%	290
2019 Q2	$1.2M	Buy	7,040 +220	+3%	+$36.5K	0.03%	358
2019 Q1	$1.07M	Buy	6,820 +572	+9%	+$93.9K	0.03%	362
2018 Q4	$894K	Buy	6,248 +572	+10%	+$91.4K	0.03%	371
2018 Q3	$934K	Sell	5,676 -748	-12%	-$130K	0.02%	394
2018 Q2	$1.09M	Sell	6,424 -1,056	-14%	-$189K	0.03%	331
2018 Q1	$1.38M	Sell	7,480 -1,430	-16%	-$267K	0.04%	274
2017 Q4	$1.52M	Sell	8,910 -1,034	-10%	-$172K	0.04%	285
2017 Q3	$1.6M	Buy	9,944 +2,288	+30%	+$360K	0.05%	270
2017 Q2	$1.24M	Buy	7,656 +1,628	+27%	+$257K	0.04%	300
2017 Q1	$933K	Sell	6,028 -44	-0.7%	-$7.12K	0.03%	324
2016 Q4	$950K	Buy	+6,072	New	+$822K	0.03%	311

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Elkfork Partners's MTB Position: Q3 2019 in Review

Elkfork Partners increased its M&T Bank (MTB) stake by 56% in Q3 2019, buying an estimated $616K and bringing the position to 10,956 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #290.

Elkfork Partners first reported a position in MTB in Q4 2016 and has held it in 12 quarters since. 640 funds tracked by Wall St. Rank hold MTB as of Q3 2019.

Elkfork Partners held 10,956 shares of M&T Bank worth $1.73M as of Q3 2019.
Elkfork Partners bought 3,916 M&T Bank shares in Q3 2019, an estimated $616K.
M&T Bank made up 0.04% of Elkfork Partners's portfolio in Q3 2019, its #290 holding.
Elkfork Partners first reported a position in M&T Bank in Q4 2016 and has held it in 12 quarters since.
640 funds tracked by Wall St. Rank held M&T Bank as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.