Gratus Capital’s M&T Bank MTB Stock Holding History

Gratus Capital’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	-6,718	Closed	-$1.14M	–	202
2019 Q4	$1.14M	Sell	6,718 -515	-7%	-$83.6K	0.17%	107
2019 Q3	$1.14M	Sell	7,233 -112	-2%	-$17.6K	0.19%	104
2019 Q2	$1.25M	Hold	7,345	–	–	0.2%	100
2019 Q1	$1.15M	Sell	7,345 -84	-1%	-$13.8K	0.19%	106
2018 Q4	$1.06M	Sell	7,429 -238	-3%	-$38K	0.22%	105
2018 Q3	$1.26M	Sell	7,667 -186	-2%	-$32.3K	0.17%	94
2018 Q2	$1.34M	Sell	7,853 -59	-0.7%	-$10.6K	0.2%	88
2018 Q1	$1.46M	Sell	7,912 -335	-4%	-$62.5K	0.21%	90
2017 Q4	$1.41M	Hold	8,247	–	–	0.18%	94
2017 Q3	$1.33M	Sell	8,247 -112	-1%	-$17.6K	0.18%	95
2017 Q2	$1.35M	Hold	8,359	–	–	0.19%	93
2017 Q1	$1.29M	Sell	8,359 -112	-1%	-$18.1K	0.19%	96
2016 Q4	$1.32M	Sell	8,471 -149	-2%	-$20.2K	0.2%	95
2016 Q3	$1M	Hold	8,620	–	–	0.15%	105
2016 Q2	$1.02M	Buy	+8,620	New	+$1M	0.15%	106

Other funds holding MTB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gratus Capital's MTB Position: Q1 2020 in Review

Gratus Capital sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 6,718 shares — an estimated $1.14M sold.

Gratus Capital first reported a position in MTB in Q2 2016 and held it in 15 quarters. The position peaked at $1.46M in Q1 2018. 592 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

Gratus Capital reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
Gratus Capital sold 6,718 M&T Bank shares in Q1 2020, an estimated $1.14M.
Gratus Capital first reported a position in M&T Bank in Q2 2016 and held it in 15 quarters.
Gratus Capital's M&T Bank position peaked at $1.46M in Q1 2018.
592 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

Based on Gratus Capital's 13F filing for Q1 2020, filed 1 May 2020.