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Aperio Group’s NBT Bancorp NBTB Stock Holding History

Aperio Group’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$495K Buy
15,410
+2,935
+24% +$87.9K ﹤0.01% 1973
2020
Q3 		$335K Sell
12,475
-234
-2% -$6.94K ﹤0.01% 2021
2020
Q2 		$391K Buy
12,709
+236
+2% +$7.35K ﹤0.01% 1893
2020
Q1 		$404K Sell
12,473
-1,845
-13% -$67.6K ﹤0.01% 1757
2019
Q4 		$581K Sell
14,318
-229
-2% -$8.98K ﹤0.01% 1721
2019
Q3 		$532K Sell
14,547
-1,826
-11% -$66.9K ﹤0.01% 1727
2019
Q2 		$614K Buy
16,373
+309
+2% +$11.5K ﹤0.01% 1660
2019
Q1 		$578K Sell
16,064
-481
-3% -$17.7K ﹤0.01% 1659
2018
Q4 		$572K Sell
16,545
-66
-0.4% -$2.42K ﹤0.01% 1599
2018
Q3 		$638K Buy
16,611
+241
+1% +$9.6K ﹤0.01% 1642
2018
Q2 		$625K Buy
16,370
+537
+3% +$20.3K ﹤0.01% 1644
2018
Q1 		$562K Buy
15,833
+745
+5% +$27.3K ﹤0.01% 1641
2017
Q4 		$555K Buy
15,088
+301
+2% +$11.4K ﹤0.01% 1649
2017
Q3 		$543K Sell
14,787
-90
-0.6% -$3.14K ﹤0.01% 1613
2017
Q2 		$550K Buy
14,877
+3,184
+27% +$118K ﹤0.01% 1601
2017
Q1 		$433K Buy
11,693
+1,518
+15% +$61.2K ﹤0.01% 1629
2016
Q4 		$426K Buy
10,175
+807
+9% +$30K ﹤0.01% 1611
2016
Q3 		$308K Buy
9,368
+591
+7% +$18.3K ﹤0.01% 1695
2016
Q2 		$251K Buy
8,777
+98
+1% +$2.76K ﹤0.01% 1741
2016
Q1 		$234K Sell
8,679
-1,274
-13% -$33.1K ﹤0.01% 1790
2015
Q4 		$277K Buy
+9,953
New +$283K ﹤0.01% 1665

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aperio Group's NBTB Position: Q4 2020 in Review

Aperio Group increased its NBT Bancorp (NBTB) stake by 24% in Q4 2020, buying an estimated $87.9K and bringing the position to 15,410 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Aperio Group first reported a position in NBTB in Q4 2015 and has held it in 21 quarters since. The position peaked at $638K in Q3 2018. 168 funds tracked by Wall St. Rank hold NBTB as of Q4 2020.

  • Aperio Group held 15,410 shares of NBT Bancorp worth $495K as of Q4 2020.
  • Aperio Group bought 2,935 NBT Bancorp shares in Q4 2020, an estimated $87.9K.
  • NBT Bancorp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1973 holding.
  • Aperio Group first reported a position in NBT Bancorp in Q4 2015 and has held it in 21 quarters since.
  • Aperio Group's NBT Bancorp position peaked at $638K in Q3 2018.
  • 168 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.