Winslow Evans & Crocker’s M&T Bank MTB Stock Holding History

Winslow Evans & Crocker’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 Q4	$6K	Hold	51	–	–	﹤0.01%	1051
2020 Q3	$5K	Hold	51	–	–	﹤0.01%	883
2020 Q2	$5K	Sell	51 -1	-2%	-$106	﹤0.01%	889
2020 Q1	$6K	Hold	52	–	–	﹤0.01%	822
2019 Q4	$10K	Hold	52	–	–	﹤0.01%	827
2019 Q3	$10K	Hold	52	–	–	﹤0.01%	817
2019 Q2	$10K	Hold	52	–	–	﹤0.01%	833
2019 Q1	$10K	Hold	52	–	–	﹤0.01%	823
2018 Q4	$8K	Hold	52	–	–	﹤0.01%	821
2018 Q3	$10K	Hold	52	–	–	﹤0.01%	798
2018 Q2	$10K	Hold	52	–	–	﹤0.01%	801
2018 Q1	$9.4K	Hold	52	–	–	﹤0.01%	803
2017 Q4	$8.72K	Hold	52	–	–	﹤0.01%	836
2017 Q3	$8.21K	Buy	52 +1	+2%	+$157	﹤0.01%	855
2017 Q2	$8.26K	Sell	51 -301	-86%	-$47.5K	﹤0.01%	956
2017 Q1	$54.3K	Hold	352	–	–	0.02%	518
2016 Q4	$54.9K	Hold	352	–	–	0.02%	517
2016 Q3	$40.8K	Buy	352 +300	+577%	+$34.9K	0.01%	587
2016 Q2	$6.03K	Buy	52 +1	+2%	+$116	﹤0.01%	989
2016 Q1	$5.66K	Sell	51 -1	-2%	-$109	﹤0.01%	997
2015 Q4	$6.18K	Hold	52	–	–	﹤0.01%	1014
2015 Q3	$6.22K	Hold	52	–	–	﹤0.01%	982
2015 Q2	$6.37K	Hold	52	–	–	﹤0.01%	1034
2015 Q1	$6.48K	Hold	52	–	–	﹤0.01%	980
2014 Q4	$6.41K	Hold	52	–	–	﹤0.01%	985
2014 Q3	$6.29K	Buy	52 +1	+2%	+$123	﹤0.01%	1012
2014 Q2	$6.33K	Hold	51	–	–	﹤0.01%	968
2014 Q1	$6.19K	Hold	51	–	–	﹤0.01%	970
2013 Q4	$6K	Buy	+51	New	+$5.79K	﹤0.01%	1087

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winslow Evans & Crocker's MTB Position: Q4 2020 in Review

Winslow Evans & Crocker held its M&T Bank (MTB) position steady in Q4 2020 at 51 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Winslow Evans & Crocker first reported a position in MTB in Q4 2013 and has held it in 29 quarters since. The position peaked at $54.9K in Q4 2016. 620 funds tracked by Wall St. Rank hold MTB as of Q4 2020.

Winslow Evans & Crocker held 51 shares of M&T Bank worth $6K as of Q4 2020.
Winslow Evans & Crocker left its M&T Bank share count unchanged in Q4 2020.
M&T Bank made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1051 holding.
Winslow Evans & Crocker first reported a position in M&T Bank in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's M&T Bank position peaked at $54.9K in Q4 2016.
620 funds tracked by Wall St. Rank held M&T Bank as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.