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Jefferies Group’s M&T Bank MTB Stock Holding History

Jefferies Group’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
Q2 		– Sell
-1,600
Closed -$165K – 1807
2020
Q1 		$165K Sell
1,600
-7,200
-82% -$1.06M ﹤0.01% 1714
2019
Q4 		$1.49M Sell
8,800
-4,000
-31% -$649K 0.01% 1221
2019
Q3 		$2.02M Buy
12,800
+12,000
+1,500% +$1.89M 0.02% 1074
2019
Q2 		$136K Buy
800
+200
+33% +$33.1K ﹤0.01% 2232
2019
Q1 		$94K Sell
600
-49,400
-99% -$8.11M ﹤0.01% 2126
2018
Q4 		$7.16M Hold
50,000
– – 0.06% 286
2018
Q3 		$8.23M Hold
50,000
– – 0.05% 332
2018
Q2 		$8.51M Buy
+50,000
New +$8.96M 0.05% 309
2014
Q2 		– Sell
-31,800
Closed -$3.86M – 2271
2014
Q1 		$3.86M Buy
+31,800
New +$3.67M 0.04% 388

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Jefferies Group's MTB Position: Q2 2020 in Review

Jefferies Group sold out of M&T Bank (MTB) in Q2 2020, closing a stake of 610 shares — an estimated $63K sold.

Jefferies Group first reported a position in MTB in Q3 2013 and held it in 13 quarters. The position peaked at $9.49M in Q4 2018. 594 funds tracked by Wall St. Rank hold MTB as of Q2 2020.

  • Jefferies Group reported no remaining M&T Bank position as of Q2 2020 after selling out during the quarter.
  • Jefferies Group sold 610 M&T Bank shares in Q2 2020, an estimated $63K.
  • Jefferies Group first reported a position in M&T Bank in Q3 2013 and held it in 13 quarters.
  • Jefferies Group's M&T Bank position peaked at $9.49M in Q4 2018.
  • 594 funds tracked by Wall St. Rank held M&T Bank as of Q2 2020.

Based on Jefferies Group's 13F filing for Q2 2020, filed 14 Aug 2020.