Great Diamond Partners’s M&T Bank MTB Stock Holding History

Great Diamond 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	-460	Closed	-$78K	–	426
2019 Q4	$78K	Buy	+460	New	+$74.7K	0.03%	253

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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 $3.37T AUM 44.26% 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

Great Diamond Partners's MTB Position: Q1 2020 in Review

Great Diamond Partners sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 460 shares — an estimated $78K sold.

Great Diamond Partners first reported a position in MTB in Q4 2019 and held it in 1 quarter. The position peaked at $78K in Q4 2019. 592 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

Great Diamond Partners reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 460 M&T Bank shares in Q1 2020, an estimated $78K.
Great Diamond Partners first reported a position in M&T Bank in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's M&T Bank position peaked at $78K in Q4 2019.
592 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

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