Cerity Partners
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Cerity Partners’s Orange County Bancorp OBT Stock Holding History

Cerity Partners’s Portfolio OBT Stock Details OBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-60,000
Closed -$1.4M – 1883
2022
Q4 		$1.4M Hold
60,000
– – 0.01% 605
2022
Q3 		$1.16M Buy
+60,000
New +$1.1M 0.01% 480

Other funds holding OBT

HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Cerity Partners's OBT Position: Q1 2023 in Review

Cerity Partners sold out of Orange County Bancorp (OBT) in Q1 2023, closing a stake of 60,000 shares — an estimated $1.4M sold.

Cerity Partners first reported a position in OBT in Q3 2022 and held it in 2 quarters. The position peaked at $1.4M in Q4 2022. 36 funds tracked by Wall St. Rank hold OBT as of Q1 2023.

  • Cerity Partners reported no remaining Orange County Bancorp position as of Q1 2023 after selling out during the quarter.
  • Cerity Partners sold 60,000 Orange County Bancorp shares in Q1 2023, an estimated $1.4M.
  • Cerity Partners first reported a position in Orange County Bancorp in Q3 2022 and held it in 2 quarters.
  • Cerity Partners's Orange County Bancorp position peaked at $1.4M in Q4 2022.
  • 36 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2023.

Based on Cerity Partners's 13F filing for Q1 2023, filed 11 May 2023.