Fifth Lane Capital’s NBT Bancorp NBTB Stock Holding History

Fifth Lane Capital’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 Q4	–	Sell	-9,274	Closed	-$295K	–	157
2023 Q3	$295K	Hold	9,274	–	–	0.1%	99
2023 Q2	$295K	Buy	+9,274	New	+$310K	0.09%	93

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Fifth Lane Capital's NBTB Position: Q4 2023 in Review

Fifth Lane Capital sold out of NBT Bancorp (NBTB) in Q4 2023, closing a stake of 9,274 shares — an estimated $295K sold.

Fifth Lane Capital first reported a position in NBTB in Q2 2023 and held it in 2 quarters. The position peaked at $295K in Q3 2023. 188 funds tracked by Wall St. Rank hold NBTB as of Q4 2023.

Fifth Lane Capital reported no remaining NBT Bancorp position as of Q4 2023 after selling out during the quarter.
Fifth Lane Capital sold 9,274 NBT Bancorp shares in Q4 2023, an estimated $295K.
Fifth Lane Capital first reported a position in NBT Bancorp in Q2 2023 and held it in 2 quarters.
Fifth Lane Capital's NBT Bancorp position peaked at $295K in Q3 2023.
188 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2023.

Based on Fifth Lane Capital's 13F filing for Q4 2023, filed 14 Feb 2024.