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Carmichael Hill & Associates’s NBT Bancorp NBTB Stock Holding History

Carmichael Hill & Associates’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
2022
Q2 		– Sell
-201
Closed -$7K – 855
2022
Q1 		$7K Sell
201
-554
-73% -$21.5K ﹤0.01% 652
2021
Q4 		$29K Sell
755
-275
-27% -$10.3K 0.01% 464
2021
Q3 		$37K Hold
1,030
– – 0.02% 419
2021
Q2 		$37K Hold
1,030
– – 0.02% 415
2021
Q1 		$41K Sell
1,030
-218
-17% -$8.02K 0.02% 368
2020
Q4 		$40K Sell
1,248
-155
-11% -$4.64K 0.02% 354
2020
Q3 		$38K Hold
1,403
– – 0.03% 335
2020
Q2 		$43K Hold
1,403
– – 0.03% 294
2020
Q1 		$45K Hold
1,403
– – 0.04% 271
2019
Q4 		$57K Buy
+1,403
New +$55K 0.04% 267

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carmichael Hill & Associates's NBTB Position: Q2 2022 in Review

Carmichael Hill & Associates sold out of NBT Bancorp (NBTB) in Q2 2022, closing a stake of 201 shares — an estimated $7K sold.

Carmichael Hill & Associates first reported a position in NBTB in Q4 2019 and held it in 10 quarters. The position peaked at $57K in Q4 2019. 188 funds tracked by Wall St. Rank hold NBTB as of Q2 2022.

  • Carmichael Hill & Associates reported no remaining NBT Bancorp position as of Q2 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 201 NBT Bancorp shares in Q2 2022, an estimated $7K.
  • Carmichael Hill & Associates first reported a position in NBT Bancorp in Q4 2019 and held it in 10 quarters.
  • Carmichael Hill & Associates's NBT Bancorp position peaked at $57K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2022.

Based on Carmichael Hill & Associates's 13F filing for Q2 2022, filed 5 Aug 2022.