SimplyRich’s M&T Bank MTB Stock Holding History

SimplyRich’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	-3,999	Closed	-$427K	–	140
2020 Q1	$427K	Hold	3,999	–	–	0.28%	84
2019 Q4	$678K	Hold	3,999	–	–	0.34%	83
2019 Q3	$633K	Hold	3,999	–	–	0.35%	83
2019 Q2	$680K	Buy	+3,999	New	+$663K	0.38%	76
2018 Q4	–	Sell	-3,999	Closed	-$658K	–	119
2018 Q3	$658K	Hold	3,999	–	–	0.36%	86
2018 Q2	$680K	Hold	3,999	–	–	0.39%	84
2018 Q1	$737K	Hold	3,999	–	–	0.41%	78
2017 Q4	$684K	Buy	+3,999	New	+$664K	0.38%	91

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

SimplyRich's MTB Position: Q2 2020 in Review

SimplyRich sold out of M&T Bank (MTB) in Q2 2020, closing a stake of 3,999 shares — an estimated $427K sold.

SimplyRich first reported a position in MTB in Q4 2017 and held it in 8 quarters. The position peaked at $737K in Q1 2018. 595 funds tracked by Wall St. Rank hold MTB as of Q2 2020.

SimplyRich reported no remaining M&T Bank position as of Q2 2020 after selling out during the quarter.
SimplyRich sold 3,999 M&T Bank shares in Q2 2020, an estimated $427K.
SimplyRich first reported a position in M&T Bank in Q4 2017 and held it in 8 quarters.
SimplyRich's M&T Bank position peaked at $737K in Q1 2018.
595 funds tracked by Wall St. Rank held M&T Bank as of Q2 2020.

Based on SimplyRich's 13F filing for Q2 2020, filed 6 Aug 2020.