Kiwi Wealth Investments Limited Partnership’s M&T Bank MTB Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q4	–	Sell	-23,346	Closed	-$2.15M	–	278
2020 Q3	$2.15M	Hold	23,346	–	–	0.15%	170
2020 Q2	$2.43M	Hold	23,346	–	–	0.2%	125
2020 Q1	$2.42M	Hold	23,346	–	–	0.24%	110
2019 Q4	$3.96M	Sell	23,346 -1,344	-5%	-$218K	0.29%	95
2019 Q3	$3.9M	Buy	24,690 +726	+3%	+$114K	0.31%	89
2019 Q2	$4.08M	Buy	+23,964	New	+$3.97M	0.36%	85

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 $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's MTB Position: Q4 2020 in Review

Kiwi Wealth Investments Limited Partnership sold out of M&T Bank (MTB) in Q4 2020, closing a stake of 23,346 shares — an estimated $2.15M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in MTB in Q2 2019 and held it in 6 quarters. The position peaked at $4.08M in Q2 2019. 621 funds tracked by Wall St. Rank hold MTB as of Q4 2020.

Kiwi Wealth Investments Limited Partnership reported no remaining M&T Bank position as of Q4 2020 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 23,346 M&T Bank shares in Q4 2020, an estimated $2.15M.
Kiwi Wealth Investments Limited Partnership first reported a position in M&T Bank in Q2 2019 and held it in 6 quarters.
Kiwi Wealth Investments Limited Partnership's M&T Bank position peaked at $4.08M in Q2 2019.
621 funds tracked by Wall St. Rank held M&T Bank as of Q4 2020.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2020, filed 17 Feb 2021.