ZIM
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Zacks Investment Management’s M&T Bank MTB Stock Holding History

Zacks Investment Management’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
-15,540
Closed -$1.61M – 554
2020
Q1 		$1.61M Buy
+15,540
New +$2.29M 0.04% 221
2019
Q2 		– Sell
-58,252
Closed -$9.15M – 594
2019
Q1 		$9.15M Buy
58,252
+28,505
+96% +$4.68M 0.2% 108
2018
Q4 		$4.26M Buy
+29,747
New +$4.76M 0.1% 150

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

Zacks Investment Management's MTB Position: Q2 2020 in Review

Zacks Investment Management sold out of M&T Bank (MTB) in Q2 2020, closing a stake of 15,540 shares — an estimated $1.61M sold.

Zacks Investment Management first reported a position in MTB in Q4 2018 and held it in 3 quarters. The position peaked at $9.15M in Q1 2019. 594 funds tracked by Wall St. Rank hold MTB as of Q2 2020.

  • Zacks Investment Management reported no remaining M&T Bank position as of Q2 2020 after selling out during the quarter.
  • Zacks Investment Management sold 15,540 M&T Bank shares in Q2 2020, an estimated $1.61M.
  • Zacks Investment Management first reported a position in M&T Bank in Q4 2018 and held it in 3 quarters.
  • Zacks Investment Management's M&T Bank position peaked at $9.15M in Q1 2019.
  • 594 funds tracked by Wall St. Rank held M&T Bank as of Q2 2020.

Based on Zacks Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.