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

Girard 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
2020
Q1 		– Sell
-1,284
Closed -$218K – 223
2019
Q4 		$218K Sell
1,284
-467
-27% -$75.8K 0.04% 214
2019
Q3 		$276K Sell
1,751
-1,517
-46% -$239K 0.05% 189
2019
Q2 		$555K Sell
3,268
-259
-7% -$42.9K 0.1% 145
2019
Q1 		$553K Sell
3,527
-484
-12% -$79.5K 0.1% 149
2018
Q4 		$574K Sell
4,011
-14
-0.3% -$2.24K 0.12% 141
2018
Q3 		$662K Buy
4,025
+50
+1% +$8.68K 0.12% 138
2018
Q2 		$676K Sell
3,975
-150
-4% -$26.9K 0.13% 144
2018
Q1 		$760K Sell
4,125
-341
-8% -$63.6K 0.18% 124
2017
Q4 		$764K Sell
4,466
-794
-15% -$132K 0.15% 142
2017
Q3 		$847K Sell
5,260
-653
-11% -$103K 0.17% 115
2017
Q2 		$958K Sell
5,913
-1,346
-19% -$212K 0.21% 112
2017
Q1 		$1.12M Buy
7,259
+994
+16% +$161K 0.27% 96
2016
Q4 		$980K Sell
6,265
-1,155
-16% -$156K 0.28% 96
2016
Q3 		$861K Buy
7,420
+1,221
+20% +$142K 0.29% 96
2016
Q2 		$733K Buy
6,199
+1,113
+22% +$129K 0.28% 96
2016
Q1 		$565K Buy
5,086
+1,714
+51% +$186K 0.25% 104
2015
Q4 		$409K Buy
3,372
+1,441
+75% +$176K 0.2% 118
2015
Q3 		$235K Buy
+1,931
New +$241K 0.13% 138
2015
Q2 		– Sell
-1,574
Closed -$200K – 150
2015
Q1 		$200K Buy
+1,574
New +$191K 0.12% 140
2014
Q1 		– Sell
-2,810
Closed -$327K – 146
2013
Q4 		$327K Buy
+2,810
New +$319K 0.26% 86

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Girard Partners's MTB Position: Q1 2020 in Review

Girard Partners sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 1,284 shares — an estimated $218K sold.

Girard Partners first reported a position in MTB in Q4 2013 and held it in 20 quarters. The position peaked at $1.12M in Q1 2017. 592 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

  • Girard Partners reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
  • Girard Partners sold 1,284 M&T Bank shares in Q1 2020, an estimated $218K.
  • Girard Partners first reported a position in M&T Bank in Q4 2013 and held it in 20 quarters.
  • Girard Partners's M&T Bank position peaked at $1.12M in Q1 2017.
  • 592 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

Based on Girard Partners's 13F filing for Q1 2020, filed 1 May 2020.