Lee Ainslie’s M&T Bank MTB Stock Holding History

Lee Ainslie’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
2021 Q4	–	Sell	-4,621	Closed	-$690K	–	524
2021 Q3	$690K	Buy	+4,621	New	+$640K	0.01%	393
2019 Q3	–	Sell	-70,810	Closed	-$12M	–	378
2019 Q2	$12M	Sell	70,810 -15,360	-18%	-$2.55M	0.17%	56
2019 Q1	$13.5M	Buy	+86,170	New	+$14.1M	0.18%	68
2018 Q3	–	Sell	-46,900	Closed	-$7.98M	–	268
2018 Q2	$7.98M	Buy	+46,900	New	+$8.41M	0.09%	108

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 $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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lee Ainslie's MTB Position: Q4 2021 in Review

Lee Ainslie sold out of M&T Bank (MTB) in Q4 2021, closing a stake of 4,621 shares — an estimated $690K sold.

Lee Ainslie first reported a position in MTB in Q2 2018 and held it in 4 quarters. The position peaked at $13.5M in Q1 2019. 705 funds tracked by Wall St. Rank hold MTB as of Q4 2021.

Lee Ainslie reported no remaining M&T Bank position as of Q4 2021 after selling out during the quarter.
Lee Ainslie sold 4,621 M&T Bank shares in Q4 2021, an estimated $690K.
Lee Ainslie first reported a position in M&T Bank in Q2 2018 and held it in 4 quarters.
Lee Ainslie's M&T Bank position peaked at $13.5M in Q1 2019.
705 funds tracked by Wall St. Rank held M&T Bank as of Q4 2021.

Based on Maverick Capital's 13F filing for Q4 2021, filed 14 Feb 2022.