Plimoth Trust’s M&T Bank MTB Stock Holding History

Plimoth Trust’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 Q1	–	Sell	-4,505	Closed	-$765K	–	164
2019 Q4	$765K	Hold	4,505	–	–	0.25%	110
2019 Q3	$712K	Sell	4,505 -145	-3%	-$22.8K	0.23%	120
2019 Q2	$791K	Sell	4,650 -150	-3%	-$24.9K	0.26%	110
2019 Q1	$754K	Sell	4,800 -5,200	-52%	-$854K	0.25%	110
2018 Q4	$1.43M	Hold	10,000	–	–	0.53%	57
2018 Q3	$1.65M	Hold	10,000	–	–	0.53%	58
2018 Q2	$1.7M	Hold	10,000	–	–	0.58%	56
2018 Q1	$1.84M	Buy	+10,000	New	+$1.86M	0.64%	50

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Plimoth Trust's MTB Position: Q1 2020 in Review

Plimoth Trust sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 4,505 shares — an estimated $765K sold.

Plimoth Trust first reported a position in MTB in Q1 2018 and held it in 8 quarters. The position peaked at $1.84M in Q1 2018. 592 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

Plimoth Trust reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
Plimoth Trust sold 4,505 M&T Bank shares in Q1 2020, an estimated $765K.
Plimoth Trust first reported a position in M&T Bank in Q1 2018 and held it in 8 quarters.
Plimoth Trust's M&T Bank position peaked at $1.84M in Q1 2018.
592 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

Based on Plimoth Trust's 13F filing for Q1 2020, filed 22 Apr 2020.