HIIFS
MTB icon

Harel Insurance Investments & Financial Services’s M&T Bank MTB Stock Holding History

Harel Insurance Investments & Financial Services’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
Q4 		– Sell
-1,694
Closed -$268K – 531
2019
Q3 		$268K Buy
+1,694
New +$267K 0.02% 168
2017
Q1 		– Sell
-30
Closed -$5K – 461
2016
Q4 		$5K Hold
30
– – ﹤0.01% 335
2016
Q3 		$3K Hold
30
– – ﹤0.01% 439
2016
Q2 		$4K Hold
30
– – ﹤0.01% 634
2016
Q1 		$3K Hold
30
– – ﹤0.01% 428
2015
Q4 		$4K Buy
+30
New +$3.66K ﹤0.01% 317

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's MTB Position: Q4 2019 in Review

Harel Insurance Investments & Financial Services sold out of M&T Bank (MTB) in Q4 2019, closing a stake of 1,694 shares — an estimated $268K sold.

Harel Insurance Investments & Financial Services first reported a position in MTB in Q4 2015 and held it in 6 quarters. The position peaked at $268K in Q3 2019. 674 funds tracked by Wall St. Rank hold MTB as of Q4 2019.

  • Harel Insurance Investments & Financial Services reported no remaining M&T Bank position as of Q4 2019 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,694 M&T Bank shares in Q4 2019, an estimated $268K.
  • Harel Insurance Investments & Financial Services first reported a position in M&T Bank in Q4 2015 and held it in 6 quarters.
  • Harel Insurance Investments & Financial Services's M&T Bank position peaked at $268K in Q3 2019.
  • 674 funds tracked by Wall St. Rank held M&T Bank as of Q4 2019.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2019, filed 23 Jan 2020.