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Disciplined Investments’s NBT Bancorp NBTB Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-2
Closed -$64 – 1034
2023
Q2 		$64 Buy
2
+1
+100% +$33 ﹤0.01% 1644
2023
Q1 		$34 Buy
+1
New +$39 ﹤0.01% 1654

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Disciplined Investments's NBTB Position: Q3 2023 in Review

Disciplined Investments sold out of NBT Bancorp (NBTB) in Q3 2023, closing a stake of 2 shares — an estimated $64 sold.

Disciplined Investments first reported a position in NBTB in Q1 2023 and held it in 2 quarters. The position peaked at $64 in Q2 2023. 183 funds tracked by Wall St. Rank hold NBTB as of Q3 2023.

  • Disciplined Investments reported no remaining NBT Bancorp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 NBT Bancorp shares in Q3 2023, an estimated $64.
  • Disciplined Investments first reported a position in NBT Bancorp in Q1 2023 and held it in 2 quarters.
  • Disciplined Investments's NBT Bancorp position peaked at $64 in Q2 2023.
  • 183 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.