Engineers Gate Manager’s NBT Bancorp NBTB Stock Holding History

Engineers Gate Manager’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
2024 Q1	–	Sell	-7,398	Closed	-$310K	–	2169
2023 Q4	$310K	Buy	+7,398	New	+$267K	0.01%	1436
2022 Q2	–	Sell	-6,217	Closed	-$225K	–	2128
2022 Q1	$225K	Sell	6,217 -1,328	-18%	-$51.6K	0.01%	1571
2021 Q4	$291K	Buy	7,545 +551	+8%	+$20.6K	0.01%	1423
2021 Q3	$253K	Buy	+6,994	New	+$246K	0.01%	1292
2020 Q1	–	Sell	-5,381	Closed	-$218K	–	1810
2019 Q4	$218K	Buy	+5,381	New	+$211K	0.01%	1432

Other funds holding NBTB

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Engineers Gate Manager's NBTB Position: Q1 2024 in Review

Engineers Gate Manager sold out of NBT Bancorp (NBTB) in Q1 2024, closing a stake of 7,398 shares — an estimated $310K sold.

Engineers Gate Manager first reported a position in NBTB in Q4 2019 and held it in 5 quarters. The position peaked at $310K in Q4 2023. 193 funds tracked by Wall St. Rank hold NBTB as of Q1 2024.

Engineers Gate Manager reported no remaining NBT Bancorp position as of Q1 2024 after selling out during the quarter.
Engineers Gate Manager sold 7,398 NBT Bancorp shares in Q1 2024, an estimated $310K.
Engineers Gate Manager first reported a position in NBT Bancorp in Q4 2019 and held it in 5 quarters.
Engineers Gate Manager's NBT Bancorp position peaked at $310K in Q4 2023.
193 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2024.

Based on Engineers Gate Manager's 13F filing for Q1 2024, filed 15 May 2024.