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Eaton Vance Management’s NBT Bancorp NBTB Stock Holding History

Eaton Vance Management’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
Q3 		$989K Sell
26,071
-121
-0.5% -$4.78K ﹤0.01% 1229
2022
Q2 		$985K Sell
26,192
-1,671
-6% -$60.6K ﹤0.01% 1258
2022
Q1 		$1.01M Buy
27,863
+181
+0.7% +$7.03K ﹤0.01% 1361
2021
Q4 		$1.07M Buy
27,682
+39
+0.1% +$1.46K ﹤0.01% 1165
2021
Q3 		$942K Buy
27,643
+367
+1% +$12.9K ﹤0.01% 1107
2021
Q2 		$981K Buy
27,276
+856
+3% +$33.1K ﹤0.01% 1191
2021
Q1 		$1.05M Buy
26,420
+156
+0.6% +$5.74K ﹤0.01% 1119
2020
Q4 		$843K Sell
26,264
-5
-0% -$150 ﹤0.01% 1124
2020
Q3 		$705K Buy
26,269
+25
+0.1% +$742 ﹤0.01% 1072
2020
Q2 		$807K Sell
26,244
-75
-0.3% -$2.34K ﹤0.01% 1011
2020
Q1 		$852K Buy
26,319
+92
+0.4% +$3.37K ﹤0.01% 949
2019
Q4 		$1.06M Buy
26,227
+32
+0.1% +$1.25K ﹤0.01% 975
2019
Q3 		$958K Buy
26,195
+19
+0.1% +$696 ﹤0.01% 974
2019
Q2 		$982K Hold
26,176
– – ﹤0.01% 960
2019
Q1 		$943K Hold
26,176
– – ﹤0.01% 926
2018
Q4 		$905K Hold
26,176
– – ﹤0.01% 882
2018
Q3 		$1M Hold
26,176
– – ﹤0.01% 909
2018
Q2 		$999K Sell
26,176
-26,176
-50% -$987K ﹤0.01% 882
2018
Q1 		$1.86M Buy
52,352
+26,176
+100% +$959K ﹤0.01% 868
2017
Q4 		$963K Buy
26,176
+29
+0.1% +$1.09K ﹤0.01% 851
2017
Q3 		$960K Hold
26,147
– – ﹤0.01% 829
2017
Q2 		$966K Buy
26,147
+5,015
+24% +$186K ﹤0.01% 817
2017
Q1 		$783K Hold
21,132
– – ﹤0.01% 817
2016
Q4 		$885K Buy
+21,132
New +$786K ﹤0.01% 750

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Eaton Vance Management's NBTB Position: Q3 2022 in Review

Eaton Vance Management reduced its NBT Bancorp (NBTB) stake by 0.46% in Q3 2022, selling an estimated $4.78K and leaving 26,071 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Eaton Vance Management first reported a position in NBTB in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.86M in Q1 2018. 185 funds tracked by Wall St. Rank hold NBTB as of Q3 2022.

  • Eaton Vance Management held 26,071 shares of NBT Bancorp worth $989K as of Q3 2022.
  • Eaton Vance Management sold 121 NBT Bancorp shares in Q3 2022, an estimated $4.78K.
  • NBT Bancorp made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1229 holding.
  • Eaton Vance Management first reported a position in NBT Bancorp in Q4 2016 and has held it in 24 quarters since.
  • Eaton Vance Management's NBT Bancorp position peaked at $1.86M in Q1 2018.
  • 185 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.