Jupiter Investment Management’s M&T Bank MTB Stock Holding History

Jupiter Investment Management’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	-27,966	Closed	-$2.89M	–	454
2020 Q1	$2.89M	Buy	+27,966	New	+$4.11M	0.06%	190
2014 Q3	–	Sell	-500	Closed	-$62K	–	371
2014 Q2	$62K	Buy	+500	New	+$60.9K	﹤0.01%	317

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Investment Management's MTB Position: Q2 2020 in Review

Jupiter Investment Management sold out of M&T Bank (MTB) in Q2 2020, closing a stake of 27,966 shares — an estimated $2.89M sold.

Jupiter Investment Management first reported a position in MTB in Q2 2014 and held it in 2 quarters. The position peaked at $2.89M in Q1 2020. 594 funds tracked by Wall St. Rank hold MTB as of Q2 2020.

Jupiter Investment Management reported no remaining M&T Bank position as of Q2 2020 after selling out during the quarter.
Jupiter Investment Management sold 27,966 M&T Bank shares in Q2 2020, an estimated $2.89M.
Jupiter Investment Management first reported a position in M&T Bank in Q2 2014 and held it in 2 quarters.
Jupiter Investment Management's M&T Bank position peaked at $2.89M in Q1 2020.
594 funds tracked by Wall St. Rank held M&T Bank as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.