Eagle Ridge Investment Management’s Orange County Bancorp OBT Stock Holding History

Eagle Ridge Investment Management’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 Q4	$789K	Hold	28,400	–	–	0.07%	80
2024 Q3	$857K	Hold	28,400	–	–	0.08%	76
2024 Q2	$751K	Hold	28,400	–	–	0.07%	81
2024 Q1	$653K	Hold	28,400	–	–	0.06%	88
2023 Q4	$855K	Hold	28,400	–	–	0.08%	83
2023 Q3	$613K	Hold	28,400	–	–	0.07%	88
2023 Q2	$525K	Hold	28,400	–	–	0.06%	97
2023 Q1	$625K	Hold	28,400	–	–	0.07%	92
2022 Q4	$661K	Hold	28,400	–	–	0.08%	90
2022 Q3	$547K	Hold	28,400	–	–	0.07%	94
2022 Q2	$539K	Hold	28,400	–	–	0.06%	94
2022 Q1	$568K	Hold	28,400	–	–	0.06%	97
2021 Q4	$563K	Hold	28,400	–	–	0.06%	99
2021 Q3	$499K	Buy	+28,400	New	+$489K	0.06%	99

Other funds holding OBT

HVIA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Eagle Ridge Investment Management's OBT Position: Q4 2024 in Review

Eagle Ridge Investment Management held its Orange County Bancorp (OBT) position steady in Q4 2024 at 28,400 shares worth $789K. The position accounts for 0.07% of the portfolio, ranked #80.

Eagle Ridge Investment Management first reported a position in OBT in Q3 2021 and has held it in 14 quarters since. The position peaked at $857K in Q3 2024. 65 funds tracked by Wall St. Rank hold OBT as of Q4 2024.

Eagle Ridge Investment Management held 28,400 shares of Orange County Bancorp worth $789K as of Q4 2024.
Eagle Ridge Investment Management left its Orange County Bancorp share count unchanged in Q4 2024.
Orange County Bancorp made up 0.07% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #80 holding.
Eagle Ridge Investment Management first reported a position in Orange County Bancorp in Q3 2021 and has held it in 14 quarters since.
Eagle Ridge Investment Management's Orange County Bancorp position peaked at $857K in Q3 2024.
65 funds tracked by Wall St. Rank held Orange County Bancorp as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.