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Thomas Russo’s M&T Bank MTB Stock Holding History

Thomas Russo’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
Q1 		– Sell
-4,550
Closed -$579K – 92
2020
Q4 		$579K Buy
4,550
+39
+0.9% +$4.44K 0.01% 73
2020
Q3 		$415K Buy
4,511
+53
+1% +$5.42K ﹤0.01% 72
2020
Q2 		$464K Buy
4,458
+47
+1% +$4.96K ﹤0.01% 69
2020
Q1 		$456K Buy
4,411
+46
+1% +$6.77K ﹤0.01% 66
2019
Q4 		$741K Buy
4,365
+28
+0.6% +$4.54K 0.01% 64
2019
Q3 		$685K Sell
4,337
-249
-5% -$39.2K 0.01% 64
2019
Q2 		$780K Buy
4,586
+27
+0.6% +$4.47K 0.01% 63
2019
Q1 		$716K Buy
4,559
+30
+0.7% +$4.93K 0.01% 63
2018
Q4 		$648K Buy
+4,529
New +$724K 0.01% 63

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Thomas Russo's MTB Position: Q1 2021 in Review

Thomas Russo sold out of M&T Bank (MTB) in Q1 2021, closing a stake of 4,550 shares — an estimated $579K sold.

Thomas Russo first reported a position in MTB in Q4 2018 and held it in 9 quarters. The position peaked at $780K in Q2 2019. 659 funds tracked by Wall St. Rank hold MTB as of Q1 2021.

  • Thomas Russo reported no remaining M&T Bank position as of Q1 2021 after selling out during the quarter.
  • Thomas Russo sold 4,550 M&T Bank shares in Q1 2021, an estimated $579K.
  • Thomas Russo first reported a position in M&T Bank in Q4 2018 and held it in 9 quarters.
  • Thomas Russo's M&T Bank position peaked at $780K in Q2 2019.
  • 659 funds tracked by Wall St. Rank held M&T Bank as of Q1 2021.

Based on Gardner Russo & Quinn's 13F filing for Q1 2021, filed 12 May 2021.