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Unigestion Holding’s M&T Bank MTB Stock Holding History

Unigestion Holding’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
Q3 		– Sell
-19,249
Closed -$2M – 210
2020
Q2 		$2M Sell
19,249
-347,716
-95% -$36.7M 0.07% 105
2020
Q1 		$37.9M Buy
+366,965
New +$54M 1.41% 21
2019
Q3 		$35.3M Buy
223,232
+46,671
+26% +$7.35M 0.98% 37
2019
Q2 		$30M Buy
176,561
+54,816
+45% +$9.08M 0.8% 51
2019
Q1 		$19.1M Buy
121,745
+5,016
+4% +$824K 0.51% 67
2018
Q4 		$16.7M Sell
116,729
-10,246
-8% -$1.64M 0.42% 80
2018
Q3 		$20.9M Sell
126,975
-6,531
-5% -$1.13M 0.44% 83
2018
Q2 		$22.7M Buy
+133,506
New +$23.9M 0.45% 81

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Unigestion Holding's MTB Position: Q3 2020 in Review

Unigestion Holding sold out of M&T Bank (MTB) in Q3 2020, closing a stake of 19,249 shares — an estimated $2M sold.

Unigestion Holding first reported a position in MTB in Q2 2018 and held it in 8 quarters. The position peaked at $37.9M in Q1 2020. 577 funds tracked by Wall St. Rank hold MTB as of Q3 2020.

  • Unigestion Holding reported no remaining M&T Bank position as of Q3 2020 after selling out during the quarter.
  • Unigestion Holding sold 19,249 M&T Bank shares in Q3 2020, an estimated $2M.
  • Unigestion Holding first reported a position in M&T Bank in Q2 2018 and held it in 8 quarters.
  • Unigestion Holding's M&T Bank position peaked at $37.9M in Q1 2020.
  • 577 funds tracked by Wall St. Rank held M&T Bank as of Q3 2020.

Based on Unigestion Holding's 13F filing for Q3 2020, filed 10 Nov 2020.