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Moody Lynn & Lieberson’s M&T Bank MTB Stock Holding History

Moody Lynn & Lieberson’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
-4,484
Closed -$464K – 191
2020
Q1 		$464K Sell
4,484
-183
-4% -$26.9K 0.06% 109
2019
Q4 		$792K Buy
4,667
+47
+1% +$7.63K 0.08% 126
2019
Q3 		$730K Sell
4,620
-1,038
-18% -$163K 0.08% 111
2019
Q2 		$962K Buy
5,658
+106
+2% +$17.6K 0.11% 105
2019
Q1 		$872K Buy
5,552
+25
+0.5% +$4.11K 0.1% 101
2018
Q4 		$791K Buy
5,527
+75
+1% +$12K 0.11% 100
2018
Q3 		$897K Hold
5,452
– – 0.1% 110
2018
Q2 		$928K Buy
5,452
+100
+2% +$17.9K 0.11% 108
2018
Q1 		$987K Buy
5,352
+7
+0.1% +$1.3K 0.12% 102
2017
Q4 		$1.02M Sell
5,345
-920
-15% -$153K 0.11% 104
2017
Q3 		$1.01M Buy
6,265
+55
+0.9% +$8.64K 0.12% 105
2017
Q2 		$1.01M Buy
+6,210
New +$980K 0.13% 100

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moody Lynn & Lieberson's MTB Position: Q2 2020 in Review

Moody Lynn & Lieberson sold out of M&T Bank (MTB) in Q2 2020, closing a stake of 4,484 shares — an estimated $464K sold.

Moody Lynn & Lieberson first reported a position in MTB in Q2 2017 and held it in 12 quarters. The position peaked at $1.02M in Q4 2017. 595 funds tracked by Wall St. Rank hold MTB as of Q2 2020.

  • Moody Lynn & Lieberson reported no remaining M&T Bank position as of Q2 2020 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 4,484 M&T Bank shares in Q2 2020, an estimated $464K.
  • Moody Lynn & Lieberson first reported a position in M&T Bank in Q2 2017 and held it in 12 quarters.
  • Moody Lynn & Lieberson's M&T Bank position peaked at $1.02M in Q4 2017.
  • 595 funds tracked by Wall St. Rank held M&T Bank as of Q2 2020.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2020, filed 24 Jul 2020.