Coombe, Bender & Co’s Orange County Bancorp OBT Stock Holding History

Coombe, Bender & Co’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
2024 Q2	$594K	Sell	22,460 -306	-1%	-$7.19K	0.35%	51
2024 Q1	$524K	Sell	22,766 -3,470	-13%	-$82.5K	0.32%	51
2023 Q4	$790K	Buy	26,236 +2,976	+13%	+$71.3K	0.49%	45
2023 Q3	$502K	Hold	23,260	–	–	0.38%	50
2023 Q2	$430K	Sell	23,260 -2,600	-10%	-$45.9K	0.31%	50
2023 Q1	$569K	Buy	25,860 +2,400	+10%	+$59.9K	0.45%	49
2022 Q4	$546K	Sell	23,460 -3,000	-11%	-$68K	0.5%	47
2022 Q3	$509K	Hold	26,460	–	–	0.45%	50
2022 Q2	$502K	Buy	+26,460	New	+$502K	0.43%	52

Other funds holding OBT

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Coombe, Bender & Co's OBT Position: Q2 2024 in Review

Coombe, Bender & Co reduced its Orange County Bancorp (OBT) stake by 1.3% in Q2 2024, selling an estimated $7.19K and leaving 22,460 shares worth $594K. The position accounts for 0.35% of the portfolio, ranked #51.

Coombe, Bender & Co first reported a position in OBT in Q2 2022 and has held it in 9 quarters since. The position peaked at $790K in Q4 2023. 54 funds tracked by Wall St. Rank hold OBT as of Q2 2024.

Coombe, Bender & Co held 22,460 shares of Orange County Bancorp worth $594K as of Q2 2024.
Coombe, Bender & Co sold 306 Orange County Bancorp shares in Q2 2024, an estimated $7.19K.
Orange County Bancorp made up 0.35% of Coombe, Bender & Co's portfolio in Q2 2024, its #51 holding.
Coombe, Bender & Co first reported a position in Orange County Bancorp in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's Orange County Bancorp position peaked at $790K in Q4 2023.
54 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.